Lionsbridge Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-12,832
| Closed | -$1.5M | – | 55 |
|
2021
Q4 | $1.5M | Sell |
12,832
-77
| -0.6% | -$9K | 1.61% | 28 |
|
2021
Q3 | $1.42M | Sell |
12,909
-207
| -2% | -$22.8K | 1.54% | 34 |
|
2021
Q2 | $1.47M | Sell |
13,116
-2,546
| -16% | -$285K | 1.57% | 33 |
|
2021
Q1 | $1.71M | Buy |
15,662
+376
| +2% | +$41.1K | 1.67% | 23 |
|
2020
Q4 | $1.64M | Buy |
15,286
+225
| +1% | +$24.1K | 1.77% | 20 |
|
2020
Q3 | $1.29M | Sell |
15,061
-362
| -2% | -$31.1K | 1.56% | 22 |
|
2020
Q2 | $1.14M | Buy |
15,423
+122
| +0.8% | +$8.98K | 1.28% | 27 |
|
2020
Q1 | $1.01M | Buy |
15,301
+15,139
| +9,345% | +$995K | 1.2% | 18 |
|
2019
Q4 | $14K | Buy |
+162
| New | +$14K | 0.01% | 107 |
|