Mezzasalma Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,946
| Closed | -$203K | – | 91 |
|
|
2023
Q1 | $203K | Buy |
+1,946
| New | +$203K | 0.14% | 84 |
|
|
2022
Q1 | – | Sell |
-2,008
| Closed | -$235K | – | 97 |
|
|
2021
Q4 | $235K | Buy |
2,008
+128
| +7% | +$15K | 0.13% | 88 |
|
|
2021
Q3 | $207K | Hold |
1,880
| – | – | 0.12% | 93 |
|
|
2021
Q2 | $210K | Hold |
1,880
| – | – | 0.12% | 96 |
|
|
2021
Q1 | $205K | Hold |
1,880
| – | – | 0.13% | 91 |
|
|
2020
Q4 | $201K | Buy |
+1,880
| New | +$201K | 0.13% | 91 |
|