FormulaFolio Investments’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 378 |
|
|
2021
Q1 | – | Sell |
-16,442
| Closed | -$1.76M | – | 365 |
|
|
2020
Q4 | $1.76M | Buy |
16,442
+11,863
| +259% | +$1.27M | 0.04% | 262 |
|
|
2020
Q3 | $393K | Buy |
4,579
+1,687
| +58% | +$145K | 0.02% | 223 |
|
|
2020
Q2 | $213K | Buy |
+2,892
| New | +$213K | 0.01% | 272 |
|
|
2019
Q2 | – | Sell |
-2,966
| Closed | -$221K | – | 352 |
|
|
2019
Q1 | $221K | Buy |
+2,966
| New | +$221K | 0.01% | 307 |
|
|
2017
Q2 | – | Sell |
-4,634
| Closed | -$271K | – | 243 |
|
|
2017
Q1 | $271K | Buy |
+4,634
| New | +$271K | 0.03% | 171 |
|