MinichMacGregor Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-400
| Closed | -$39.8K | – | 538 |
|
|
2022
Q4 | $39.8K | Buy |
+400
| New | +$39.8K | 0.01% | 210 |
|
|
2018
Q4 | – | Sell |
-244
| Closed | -$13K | – | 433 |
|
|
2018
Q3 | $13K | Sell |
244
-26
| -10% | -$1.39K | 0.01% | 292 |
|
|
2018
Q2 | $13K | Hold |
270
| – | – | 0.01% | 274 |
|
|
2018
Q1 | $15K | Buy |
270
+1
| +0.4% | +$56 | 0.01% | 244 |
|
|
2017
Q4 | $15K | Sell |
269
-209
| -44% | -$11.7K | 0.01% | 245 |
|
|
2017
Q3 | $25K | Buy |
478
+1
| +0.2% | +$52 | 0.02% | 171 |
|
|
2017
Q2 | $27K | Buy |
477
+2
| +0.4% | +$113 | 0.02% | 152 |
|
|
2017
Q1 | $27K | Sell |
475
-8
| -2% | -$455 | 0.02% | 149 |
|
|
2016
Q4 | $26K | Sell |
483
-181
| -27% | -$9.74K | 0.02% | 148 |
|
|
2016
Q3 | $35K | Buy |
664
+3
| +0.5% | +$158 | 0.03% | 144 |
|
|
2016
Q2 | $37K | Sell |
661
-165
| -20% | -$9.24K | 0.03% | 134 |
|
|
2016
Q1 | $49K | Buy |
826
+56
| +7% | +$3.32K | 0.05% | 108 |
|
|
2015
Q4 | $40K | Buy |
+770
| New | +$40K | 0.04% | 117 |
|