HC Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.46M | Sell |
19,120
-307
| -2% | -$23.5K | 0.98% | 40 |
|
|
2022
Q1 | $1.77M | Buy |
19,427
+1,093
| +6% | +$99.4K | 1.05% | 36 |
|
|
2021
Q4 | $2.15M | Buy |
18,334
+936
| +5% | +$110K | 1.19% | 30 |
|
|
2021
Q3 | $1.92M | Sell |
17,398
-125
| -0.7% | -$13.8K | 1.15% | 31 |
|
|
2021
Q2 | $1.96M | Sell |
17,523
-138
| -0.8% | -$15.4K | 1.14% | 31 |
|
|
2021
Q1 | $1.93M | Sell |
17,661
-45
| -0.3% | -$4.92K | 1.18% | 30 |
|
|
2020
Q4 | $1.89M | Sell |
17,706
-1,162
| -6% | -$124K | 1.21% | 29 |
|
|
2020
Q3 | $1.62M | Sell |
18,868
-907
| -5% | -$77.9K | 1.16% | 32 |
|
|
2020
Q2 | $1.46M | Sell |
19,775
-234
| -1% | -$17.2K | 1.14% | 33 |
|
|
2020
Q1 | $1.32M | Buy |
20,009
+2,997
| +18% | +$197K | 1.17% | 34 |
|
|
2019
Q4 | $1.5M | Sell |
17,012
-581
| -3% | -$51.1K | 1.18% | 37 |
|
|
2019
Q3 | $1.56M | Sell |
17,593
-3,319
| -16% | -$294K | 1.33% | 33 |
|
|
2019
Q2 | $1.75M | Sell |
20,912
-1,745
| -8% | -$146K | 1.75% | 27 |
|
|
2019
Q1 | $1.68M | Buy |
+22,657
| New | +$1.68M | 1.77% | 28 |
|
|
2018
Q4 | – | Sell |
-27,445
| Closed | -$1.56M | – | 57 |
|
|
2018
Q3 | $1.56M | Buy |
27,445
+19,215
| +233% | +$1.09M | 1.38% | 30 |
|
|
2018
Q2 | $402K | Buy |
8,230
+12
| +0.1% | +$586 | 0.39% | 61 |
|
|
2018
Q1 | $476K | Buy |
8,218
+2,656
| +48% | +$154K | 0.47% | 59 |
|
|
2017
Q4 | $319K | Buy |
+5,562
| New | +$319K | 0.31% | 63 |
|