GA
Geller Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.19M | Sell |
13,064
-19
| -0.1% | -$1.73K | 0.08% | 60 |
|
|
2024
Q3 | $1.28M | Sell |
13,083
-77
| -0.6% | -$7.51K | 0.09% | 60 |
|
|
2024
Q2 | $1.02M | Buy |
13,160
+66
| +0.5% | +$5.14K | 0.08% | 71 |
|
|
2024
Q1 | $1.2M | Buy |
13,094
+9,400
| +254% | +$859K | 0.1% | 63 |
|
|
2023
Q4 | $355K | Buy |
3,694
+5
| +0.1% | +$480 | 0.03% | 176 |
|
|
2023
Q3 | $337K | Sell |
3,689
-110
| -3% | -$10K | 0.04% | 168 |
|
|
2023
Q2 | $376K | Buy |
+3,799
| New | +$376K | 0.05% | 159 |
|
|
2020
Q4 | – | Sell |
-3,806
| Closed | -$327K | – | 123 |
|
|
2020
Q3 | $327K | Sell |
3,806
-284
| -7% | -$24.4K | 0.09% | 51 |
|
|
2020
Q2 | $301K | Buy |
+4,090
| New | +$301K | 0.09% | 55 |
|