Independent Solutions Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,144
| Closed | -$1.07M | – | 229 |
|
|
2021
Q4 | $1.07M | Sell |
9,144
-1,423
| -13% | -$166K | 0.25% | 88 |
|
|
2021
Q3 | $1.17M | Buy |
10,567
+44
| +0.4% | +$4.85K | 0.29% | 86 |
|
|
2021
Q2 | $1.18M | Sell |
10,523
-100
| -0.9% | -$11.2K | 0.29% | 86 |
|
|
2021
Q1 | $1.16M | Buy |
10,623
+614
| +6% | +$67.1K | 0.32% | 70 |
|
|
2020
Q4 | $1.07M | Buy |
10,009
+369
| +4% | +$39.5K | 0.33% | 67 |
|
|
2020
Q3 | $828K | Sell |
9,640
-483
| -5% | -$41.5K | 0.32% | 63 |
|
|
2020
Q2 | $745K | Buy |
10,123
+5,534
| +121% | +$407K | 0.32% | 62 |
|
|
2020
Q1 | $302K | Buy |
+4,589
| New | +$302K | 0.17% | 99 |
|