High Pines Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $473K | Buy |
4,923
+443
| +10% | +$42.5K | 0.72% | 20 |
|
|
2023
Q3 | $409K | Buy |
4,480
+538
| +14% | +$49.1K | 0.67% | 23 |
|
|
2023
Q2 | $390K | Buy |
3,942
+6
| +0.2% | +$594 | 0.6% | 20 |
|
|
2023
Q1 | $410K | Buy |
3,936
+9
| +0.2% | +$937 | 0.68% | 16 |
|
|
2022
Q4 | $390K | Buy |
3,927
+3
| +0.1% | +$298 | 0.68% | 15 |
|
|
2022
Q3 | $331K | Buy |
3,924
+875
| +29% | +$73.8K | 0.63% | 18 |
|
|
2022
Q2 | $233K | Sell |
3,049
-28,389
| -90% | -$2.17M | 0.43% | 23 |
|
|
2022
Q1 | $2.86M | Buy |
31,438
+5,841
| +23% | +$531K | 2.1% | 23 |
|
|
2021
Q4 | $2.99M | Sell |
25,597
-9,779
| -28% | -$1.14M | 2.09% | 20 |
|
|
2021
Q3 | $3.9M | Buy |
35,376
+10,226
| +41% | +$1.13M | 2.68% | 20 |
|
|
2021
Q2 | $2.81M | Buy |
25,150
+13
| +0.1% | +$1.45K | 2.12% | 22 |
|
|
2021
Q1 | $2.75M | Buy |
25,137
+1,017
| +4% | +$111K | 2.43% | 21 |
|
|
2020
Q4 | $2.58M | Buy |
+24,120
| New | +$2.58M | 2.39% | 20 |
|