Parisi Gray 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
Q1 | – | Sell |
-1,726
| Closed | -$202K | – | 131 |
|
2021
Q4 | $202K | Buy |
+1,726
| New | +$202K | 0.08% | 124 |
|
2021
Q3 | – | Sell |
-1,719
| Closed | -$192K | – | 463 |
|
2021
Q2 | $192K | Buy |
+1,719
| New | +$192K | 0.07% | 126 |
|
2019
Q2 | – | Sell |
-1,789
| Closed | -$133K | – | 378 |
|
2019
Q1 | $133K | Hold |
1,789
| – | – | 0.09% | 114 |
|
2018
Q4 | $113K | Buy |
1,789
+200
| +13% | +$12.6K | 0.08% | 124 |
|
2018
Q3 | $91K | Sell |
1,589
-144
| -8% | -$8.25K | 0.06% | 146 |
|
2018
Q2 | $85K | Hold |
1,733
| – | – | 0.06% | 158 |
|
2018
Q1 | $101K | Hold |
1,733
| – | – | 0.08% | 134 |
|
2017
Q4 | $100K | Buy |
+1,733
| New | +$100K | 0.07% | 136 |
|