Minot 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
Q2 | $327K | Sell |
4,275
-8,976
| -68% | -$687K | 0.08% | 140 |
|
2022
Q1 | $1.21M | Sell |
13,251
-41,493
| -76% | -$3.77M | 0.26% | 74 |
|
2021
Q4 | $6.4M | Buy |
54,744
+1,561
| +3% | +$183K | 1.23% | 25 |
|
2021
Q3 | $5.87M | Buy |
53,183
+3,214
| +6% | +$355K | 1.27% | 23 |
|
2021
Q2 | $5.97M | Buy |
49,969
+2,302
| +5% | +$275K | 1.31% | 23 |
|
2021
Q1 | $5.21M | Buy |
47,667
+4,691
| +11% | +$513K | 1.33% | 19 |
|
2020
Q4 | $4.6M | Buy |
42,976
+10,713
| +33% | +$1.15M | 1.37% | 24 |
|
2020
Q3 | $2.77M | Buy |
32,263
+12,520
| +63% | +$1.08M | 1.04% | 41 |
|
2020
Q2 | $1.45M | Buy |
19,743
+4,725
| +31% | +$348K | 0.73% | 51 |
|
2020
Q1 | $987K | Buy |
15,018
+4,656
| +45% | +$306K | 0.71% | 50 |
|
2019
Q4 | $959K | Buy |
+10,362
| New | +$959K | 0.44% | 65 |
|