LeJeune Puetz Investment Counsel’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $101K | Buy |
+971
| New | +$101K | 0.04% | 195 |
|
|
2022
Q1 | – | Sell |
-971
| Closed | -$114K | – | 198 |
|
|
2021
Q4 | $114K | Hold |
971
| – | – | 0.04% | 188 |
|
|
2021
Q3 | $107K | Buy |
+971
| New | +$107K | 0.04% | 192 |
|
|
2020
Q1 | – | Sell |
-2,319
| Closed | -$204K | – | 186 |
|
|
2019
Q4 | $204K | Buy |
+2,319
| New | +$204K | 0.1% | 144 |
|