Heritage Wealth Management (Arizona)’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $502K | Buy |
5,060
+2,434
| +93% | +$241K | 0.07% | 214 |
|
|
2022
Q3 | $221K | Buy |
2,626
+181
| +7% | +$15.2K | 0.07% | 205 |
|
|
2022
Q2 | $187K | Sell |
2,445
-56
| -2% | -$4.28K | 0.06% | 247 |
|
|
2022
Q1 | $228K | Buy |
+2,501
| New | +$228K | 0.06% | 249 |
|
|
2021
Q3 | $351K | Sell |
3,185
-117
| -4% | -$12.9K | 0.12% | 131 |
|
|
2021
Q2 | $369K | Buy |
+3,302
| New | +$369K | 0.14% | 121 |
|