Jackson 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
Q2 | – | Sell |
-34,436
| Closed | -$3.13M | – | 113 |
|
|
2022
Q1 | $3.13M | Sell |
34,436
-411
| -1% | -$37.4K | 0.43% | 59 |
|
|
2021
Q4 | $4.08M | Buy |
34,847
+440
| +1% | +$51.5K | 0.52% | 56 |
|
|
2021
Q3 | $23K | Buy |
34,407
+627
| +2% | +$419 | 0.28% | 55 |
|
|
2021
Q2 | $3.78M | Buy |
33,780
+1,974
| +6% | +$221K | 0.48% | 55 |
|
|
2021
Q1 | $3.48M | Buy |
31,806
+561
| +2% | +$61.3K | 0.52% | 56 |
|
|
2020
Q4 | $3.34M | Buy |
31,245
+3,860
| +14% | +$413K | 0.46% | 56 |
|
|
2020
Q3 | $2.35M | Buy |
27,385
+3,358
| +14% | +$289K | 0.35% | 65 |
|
|
2020
Q2 | $1.77M | Buy |
24,027
+1,680
| +8% | +$124K | 0.31% | 72 |
|
|
2020
Q1 | $1.7M | Buy |
+22,347
| New | +$1.7M | 0.36% | 60 |
|