Laidlaw 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
Q2 | – | Sell |
-2,248
| Closed | -$205K | – | 183 |
|
|
2024
Q1 | $205K | Sell |
2,248
-11,984
| -84% | -$1.1M | 0.11% | 162 |
|
|
2023
Q4 | $1.37M | Sell |
14,232
-122
| -0.8% | -$11.7K | 0.5% | 57 |
|
|
2023
Q3 | $1.31M | Sell |
14,354
-10,991
| -43% | -$1M | 0.43% | 69 |
|
|
2023
Q2 | $2.51M | Buy |
25,345
+4,822
| +23% | +$478K | 0.49% | 51 |
|
|
2023
Q1 | $2.14M | Sell |
20,523
-489
| -2% | -$50.9K | 0.44% | 61 |
|
|
2022
Q4 | $2.08M | Buy |
21,012
+42
| +0.2% | +$4.17K | 0.45% | 61 |
|
|
2022
Q3 | $1.77M | Buy |
20,970
+2,399
| +13% | +$202K | 0.41% | 70 |
|
|
2022
Q2 | $1.42M | Buy |
18,571
+2,018
| +12% | +$154K | 0.29% | 98 |
|
|
2022
Q1 | $1.51M | Buy |
16,553
+208
| +1% | +$18.9K | 0.25% | 106 |
|
|
2021
Q4 | $1.91M | Buy |
+16,345
| New | +$1.91M | 0.31% | 88 |
|
|
2021
Q1 | – | Sell |
-16,532
| Closed | -$1.77M | – | 331 |
|
|
2020
Q4 | $1.77M | Buy |
16,532
+1,708
| +12% | +$183K | 0.37% | 73 |
|
|
2020
Q3 | $1.27M | Sell |
14,824
-9
| -0.1% | -$773 | 0.57% | 58 |
|
|
2020
Q2 | $1.09M | Buy |
14,833
+1,190
| +9% | +$87.6K | 0.57% | 59 |
|
|
2020
Q1 | $897K | Sell |
13,643
-169
| -1% | -$11.1K | 0.59% | 64 |
|
|
2019
Q4 | $1.21M | Buy |
+13,812
| New | +$1.21M | 0.77% | 48 |
|