Johanson Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $292K | Buy |
2,499
+11
| +0.4% | +$1.29K | 0.09% | 106 |
|
|
2021
Q3 | $274K | Sell |
2,488
-296
| -11% | -$32.6K | 0.09% | 102 |
|
|
2021
Q2 | $331K | Sell |
2,784
-175
| -6% | -$20.8K | 0.11% | 93 |
|
|
2021
Q1 | $341K | Buy |
2,959
+160
| +6% | +$18.4K | 0.12% | 90 |
|
|
2020
Q4 | $299K | Buy |
2,799
+23
| +0.8% | +$2.46K | 0.12% | 92 |
|
|
2020
Q3 | $246K | Buy |
2,776
+14
| +0.5% | +$1.24K | 0.11% | 91 |
|
|
2020
Q2 | $203K | Buy |
+2,762
| New | +$203K | 0.1% | 93 |
|
|
2020
Q1 | – | Sell |
-211,075
| Closed | -$2.4M | – | 212 |
|
|
2019
Q4 | $2.4M | Buy |
+211,075
| New | +$2.4M | 0.11% | 95 |
|
|
2019
Q2 | – | Sell |
-2,794
| Closed | -$208K | – | 102 |
|
|
2019
Q1 | $208K | Buy |
+2,794
| New | +$208K | 0.12% | 98 |
|