Meridian Wealth Partners’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 |
-2,272
| Closed | -$208K | – | 110 |
|
|
2024
Q1 | $208K | Buy |
2,272
+2
| +0.1% | +$183 | 0.04% | 99 |
|
|
2023
Q4 | $218K | Sell |
2,270
-52
| -2% | -$4.99K | 0.04% | 93 |
|
|
2023
Q3 | $212K | Buy |
2,322
+23
| +1% | +$2.1K | 0.04% | 91 |
|
|
2023
Q2 | $228K | Buy |
2,299
+6
| +0.3% | +$594 | 0.05% | 84 |
|
|
2023
Q1 | $239K | Buy |
2,293
+63
| +3% | +$6.56K | 0.05% | 82 |
|
|
2022
Q4 | $221K | Sell |
2,230
-622
| -22% | -$61.7K | 0.05% | 83 |
|
|
2022
Q3 | $241K | Buy |
2,852
+65
| +2% | +$5.49K | 0.06% | 70 |
|
|
2022
Q2 | $213K | Buy |
2,787
+553
| +25% | +$42.3K | 0.05% | 76 |
|
|
2022
Q1 | $204K | Sell |
2,234
-505
| -18% | -$46.1K | 0.04% | 82 |
|
|
2021
Q4 | $321K | Buy |
2,739
+13
| +0.5% | +$1.52K | 0.06% | 59 |
|
|
2021
Q3 | $301K | Buy |
2,726
+21
| +0.8% | +$2.32K | 0.07% | 57 |
|
|
2021
Q2 | $303K | Buy |
2,705
+26
| +1% | +$2.91K | 0.07% | 56 |
|
|
2021
Q1 | $293K | Sell |
2,679
-225
| -8% | -$24.6K | 0.09% | 55 |
|
|
2020
Q4 | $310K | Buy |
2,904
+1
| +0% | +$107 | 0.13% | 46 |
|
|
2020
Q3 | $249K | Buy |
2,903
+28
| +1% | +$2.4K | 0.13% | 52 |
|
|
2020
Q2 | $212K | Buy |
2,875
+7
| +0.2% | +$516 | 0.11% | 54 |
|
|
2020
Q1 | $189K | Buy |
2,868
+361
| +14% | +$23.8K | 0.11% | 57 |
|
|
2019
Q4 | $220K | Buy |
+2,507
| New | +$220K | 0.14% | 55 |
|