Insight Wealth Strategies’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,858
| Closed | -$1.04M | – | 179 |
|
|
2023
Q4 | $1.04M | Buy |
10,858
+1,036
| +11% | +$99.5K | 0.17% | 113 |
|
|
2023
Q3 | $896K | Buy |
9,822
+770
| +9% | +$70.3K | 0.17% | 101 |
|
|
2023
Q2 | $897K | Sell |
9,052
-85
| -0.9% | -$8.42K | 0.17% | 97 |
|
|
2023
Q1 | $951K | Sell |
9,137
-105
| -1% | -$10.9K | 0.19% | 92 |
|
|
2022
Q4 | $917K | Buy |
9,242
+339
| +4% | +$33.6K | 0.18% | 95 |
|
|
2022
Q3 | $680K | Hold |
8,903
| – | – | 0.13% | 107 |
|
|
2022
Q2 | $680K | Buy |
8,903
+959
| +12% | +$73.2K | 0.13% | 107 |
|
|
2022
Q1 | $723K | Buy |
7,944
+1,335
| +20% | +$122K | 0.11% | 118 |
|
|
2021
Q4 | $773K | Buy |
6,609
+894
| +16% | +$105K | 0.11% | 115 |
|
|
2021
Q3 | $630K | Buy |
5,715
+232
| +4% | +$25.6K | 0.09% | 135 |
|
|
2021
Q2 | $613K | Sell |
5,483
-2,757
| -33% | -$308K | 0.09% | 133 |
|
|
2021
Q1 | $900K | Buy |
8,240
+2,823
| +52% | +$308K | 0.12% | 110 |
|
|
2020
Q4 | $580K | Buy |
5,417
+168
| +3% | +$18K | 0.1% | 106 |
|
|
2020
Q3 | $451K | Buy |
5,249
+686
| +15% | +$58.9K | 0.08% | 110 |
|
|
2020
Q2 | $336K | Buy |
+4,563
| New | +$336K | 0.07% | 119 |
|
|
2020
Q1 | – | Sell |
-3,807
| Closed | -$335K | – | 190 |
|
|
2019
Q4 | $335K | Sell |
3,807
-9,343
| -71% | -$822K | 0.07% | 165 |
|
|
2019
Q3 | $1.16M | Buy |
13,150
+1,469
| +13% | +$130K | 0.27% | 64 |
|
|
2019
Q2 | $979K | Buy |
11,681
+2,178
| +23% | +$183K | 0.24% | 65 |
|
|
2019
Q1 | $706K | Buy |
+9,503
| New | +$706K | 0.2% | 75 |
|