IA
Insight Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,717
| Closed | -$248K | – | 300 |
|
|
2024
Q1 | $248K | Hold |
2,717
| – | – | 0.05% | 255 |
|
|
2023
Q4 | $261K | Sell |
2,717
-200
| -7% | -$19.2K | 0.06% | 231 |
|
|
2023
Q3 | $266K | Sell |
2,917
-900
| -24% | -$82.2K | 0.06% | 220 |
|
|
2023
Q2 | $378K | Sell |
3,817
-1,020
| -21% | -$101K | 0.08% | 182 |
|
|
2023
Q1 | $504K | Buy |
4,837
+1,064
| +28% | +$111K | 0.12% | 138 |
|
|
2022
Q4 | $380K | Sell |
3,773
-51
| -1% | -$5.14K | 0.13% | 203 |
|
|
2022
Q3 | $322K | Sell |
3,824
-15
| -0.4% | -$1.26K | 0.13% | 204 |
|
|
2022
Q2 | $334K | Sell |
3,839
-42
| -1% | -$3.65K | 0.11% | 213 |
|
|
2022
Q1 | $353K | Buy |
3,881
+71
| +2% | +$6.46K | 0.11% | 228 |
|
|
2021
Q4 | $446K | Sell |
3,810
-493
| -11% | -$57.7K | 0.13% | 189 |
|
|
2021
Q3 | $483K | Sell |
4,303
-2,641
| -38% | -$296K | 0.14% | 180 |
|
|
2021
Q2 | $836K | Buy |
6,944
+1
| +0% | +$120 | 0.26% | 100 |
|
|
2021
Q1 | $795K | Buy |
6,943
+880
| +15% | +$101K | 0.25% | 111 |
|
|
2020
Q4 | $649K | Buy |
+6,063
| New | +$649K | 0.25% | 105 |
|