Peachtree Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,818
| Closed | -$490K | – | 86 |
|
|
2016
Q4 | $490K | Buy |
+8,818
| New | +$490K | 0.48% | 55 |
|
|
2015
Q4 | – | Sell |
-8,659
| Closed | -$492K | – | 102 |
|
|
2015
Q3 | $492K | Sell |
8,659
-8,002
| -48% | -$455K | 0.51% | 56 |
|
|
2015
Q2 | $893K | Buy |
16,661
+51
| +0.3% | +$2.73K | 0.67% | 47 |
|
|
2015
Q1 | $787K | Buy |
16,610
+56
| +0.3% | +$2.65K | 0.56% | 49 |
|
|
2014
Q4 | $679K | Sell |
16,554
-530
| -3% | -$21.7K | 0.46% | 65 |
|
|
2014
Q3 | $645K | Buy |
17,084
+56
| +0.3% | +$2.11K | 0.43% | 73 |
|
|
2014
Q2 | $659K | Buy |
17,028
+60
| +0.4% | +$2.32K | 0.44% | 68 |
|
|
2014
Q1 | $623K | Buy |
16,968
+62
| +0.4% | +$2.28K | 0.42% | 69 |
|
|
2013
Q4 | $663K | Buy |
+16,906
| New | +$663K | 0.45% | 62 |
|