Kolinsky Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $303K | Sell |
3,318
-257
| -7% | -$23.5K | 0.18% | 116 |
|
2024
Q3 | $349K | Buy |
3,575
+401
| +13% | +$39.1K | 0.23% | 102 |
|
2024
Q2 | $247K | Sell |
3,174
-1,451
| -31% | -$113K | 0.18% | 125 |
|
2024
Q1 | $423K | Sell |
4,625
-135
| -3% | -$12.3K | 0.32% | 72 |
|
2023
Q4 | $457K | Buy |
4,760
+87
| +2% | +$8.35K | 0.4% | 60 |
|
2023
Q3 | $426K | Sell |
4,673
-49
| -1% | -$4.47K | 0.42% | 56 |
|
2023
Q2 | $466K | Sell |
4,722
-433
| -8% | -$42.7K | 0.44% | 54 |
|
2023
Q1 | $537K | Sell |
5,155
-18
| -0.3% | -$1.88K | 0.57% | 31 |
|
2022
Q4 | $513K | Sell |
5,173
-828
| -14% | -$82.1K | 0.59% | 31 |
|
2022
Q3 | $506K | Buy |
6,001
+354
| +6% | +$29.8K | 0.63% | 27 |
|
2022
Q2 | $431K | Buy |
5,647
+1,298
| +30% | +$99.1K | 0.51% | 40 |
|
2022
Q1 | $396K | Sell |
4,349
-963
| -18% | -$87.7K | 0.39% | 49 |
|
2021
Q4 | $621K | Buy |
+5,312
| New | +$621K | 0.57% | 29 |
|