Nadler Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,025
| Closed | -$237K | – | 136 |
|
|
2021
Q4 | $237K | Buy |
2,025
+51
| +3% | +$5.97K | 0.04% | 114 |
|
|
2021
Q3 | $218K | Sell |
1,974
-69
| -3% | -$7.62K | 0.04% | 116 |
|
|
2021
Q2 | $228K | Buy |
2,043
+1
| +0% | +$112 | 0.04% | 117 |
|
|
2021
Q1 | $223K | Sell |
2,042
-194
| -9% | -$21.2K | 0.04% | 114 |
|
|
2020
Q4 | $239K | Buy |
+2,236
| New | +$239K | 0.05% | 99 |
|
|
2018
Q1 | – | Sell |
-3,975
| Closed | -$228K | – | 86 |
|
|
2017
Q4 | $228K | Sell |
3,975
-275
| -6% | -$15.8K | 0.07% | 77 |
|
|
2017
Q3 | $228K | Sell |
4,250
-149
| -3% | -$7.99K | 0.08% | 69 |
|
|
2017
Q2 | $256K | Sell |
4,399
-12
| -0.3% | -$698 | 0.09% | 69 |
|
|
2017
Q1 | $258K | Buy |
4,411
+201
| +5% | +$11.8K | 0.09% | 68 |
|
|
2016
Q4 | $234K | Sell |
4,210
-768
| -15% | -$42.7K | 0.09% | 71 |
|
|
2016
Q3 | $270K | Sell |
4,978
-87
| -2% | -$4.72K | 0.11% | 65 |
|
|
2016
Q2 | $289K | Buy |
5,065
+200
| +4% | +$11.4K | 0.12% | 63 |
|
|
2016
Q1 | $290K | Buy |
4,865
+224
| +5% | +$13.4K | 0.13% | 62 |
|
|
2015
Q4 | $279K | Buy |
4,641
+883
| +23% | +$53.1K | 0.13% | 65 |
|
|
2015
Q3 | $214K | Buy |
+3,758
| New | +$214K | 0.11% | 75 |
|