Kopp Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $213K | Sell |
2,411
-179
| -7% | -$15.8K | 0.39% | 44 |
|
|
2019
Q2 | $217K | Sell |
2,590
-1,242
| -32% | -$104K | 0.25% | 46 |
|
|
2019
Q1 | $285K | Hold |
3,832
| – | – | 0.23% | 50 |
|
|
2018
Q4 | $247K | Buy |
+3,832
| New | +$247K | 0.24% | 54 |
|
|
2016
Q2 | – | Sell |
-3,520
| Closed | -$210K | – | 65 |
|
|
2016
Q1 | $210K | Sell |
3,520
-30
| -0.8% | -$1.79K | 0.11% | 62 |
|
|
2015
Q4 | $213K | Sell |
3,550
-145
| -4% | -$8.7K | 0.1% | 61 |
|
|
2015
Q3 | $210K | Buy |
+3,695
| New | +$210K | 0.11% | 60 |
|