Patriot Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-89,338
| Closed | -$5.17M | – | 87 |
|
|
2018
Q1 | $5.17M | Buy |
89,338
+1,954
| +2% | +$113K | 0.74% | 49 |
|
|
2017
Q4 | $5.02M | Buy |
87,384
+1,499
| +2% | +$86.1K | 0.71% | 52 |
|
|
2017
Q3 | $4.61M | Buy |
85,885
+661
| +0.8% | +$35.5K | 0.75% | 47 |
|
|
2017
Q2 | $4.97M | Buy |
85,224
+2,694
| +3% | +$157K | 0.83% | 49 |
|
|
2017
Q1 | $4.82M | Buy |
+82,530
| New | +$4.82M | 0.77% | 49 |
|
|
2015
Q1 | – | Sell |
-123,786
| Closed | -$5.08M | – | 65 |
|
|
2014
Q4 | $5.08M | Buy |
123,786
+2,450
| +2% | +$101K | 1.19% | 31 |
|
|
2014
Q3 | $4.58M | Buy |
+121,336
| New | +$4.58M | 1.13% | 33 |
|