Mariner Wealth Advisors (Cincinnati)’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $883K | Sell |
15,535
-860
| -5% | -$48.9K | 0.05% | 148 |
|
|
2018
Q2 | $801K | Sell |
16,395
-679
| -4% | -$33.2K | 0.05% | 146 |
|
|
2018
Q1 | $988K | Sell |
17,074
-1,461
| -8% | -$84.5K | 0.06% | 132 |
|
|
2017
Q4 | $1.06M | Sell |
18,535
-1,564
| -8% | -$89.8K | 0.06% | 123 |
|
|
2017
Q3 | $1.08M | Buy |
20,099
+657
| +3% | +$35.3K | 0.07% | 121 |
|
|
2017
Q2 | $1.13M | Sell |
19,442
-14,284
| -42% | -$833K | 0.08% | 115 |
|
|
2017
Q1 | $1.97M | Buy |
33,726
+1,465
| +5% | +$85.5K | 0.14% | 94 |
|
|
2016
Q4 | $1.79M | Buy |
32,261
+4,450
| +16% | +$247K | 0.14% | 97 |
|
|
2016
Q3 | $1.51M | Buy |
27,811
+72
| +0.3% | +$3.9K | 0.13% | 102 |
|
|
2016
Q2 | $1.58M | Buy |
27,739
+11,004
| +66% | +$628K | 0.14% | 98 |
|
|
2016
Q1 | $999K | Sell |
16,735
-587
| -3% | -$35K | 0.1% | 109 |
|
|
2015
Q4 | $1.04M | Buy |
+17,322
| New | +$1.04M | 0.1% | 107 |
|
|
2015
Q1 | $799K | Buy |
16,864
+1,032
| +7% | +$48.9K | 0.11% | 85 |
|
|
2014
Q4 | $650K | Buy |
15,832
+2,102
| +15% | +$86.3K | 0.09% | 94 |
|
|
2014
Q3 | $518K | Buy |
13,730
+202
| +1% | +$7.62K | 0.08% | 104 |
|
|
2014
Q2 | $523K | Buy |
13,528
+3,514
| +35% | +$136K | 0.08% | 96 |
|
|
2014
Q1 | $367K | Sell |
10,014
-153,778
| -94% | -$5.64M | 0.06% | 107 |
|
|
2013
Q4 | $6.42M | Sell |
163,792
-108,262
| -40% | -$4.24M | 1.06% | 43 |
|
|
2013
Q3 | $10.5M | Buy |
272,054
+2,134
| +0.8% | +$82.1K | 1.94% | 27 |
|
|
2013
Q2 | $8.84M | Buy |
+269,920
| New | +$8.84M | 1.75% | 30 |
|