ICRM
Insight Capital Research & Management’s Starbucks SBUX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-25,306
| Closed | -$1.45M | – | 122 |
|
2016
Q2 | $1.45M | Sell |
25,306
-57,897
| -70% | -$3.31M | 0.5% | 87 |
|
2016
Q1 | $4.97M | Sell |
83,203
-3,490
| -4% | -$208K | 1.54% | 17 |
|
2015
Q4 | $5.2M | Sell |
86,693
-1,665
| -2% | -$99.9K | 1.51% | 20 |
|
2015
Q3 | $5.02M | Sell |
88,358
-148
| -0.2% | -$8.41K | 1.52% | 22 |
|
2015
Q2 | $4.75M | Buy |
+88,506
| New | +$4.75M | 1.25% | 32 |
|
2013
Q4 | – | Sell |
-2,000
| Closed | -$162K | – | 166 |
|
2013
Q3 | $162K | Buy |
+2,000
| New | +$162K | 0.04% | 159 |
|