Pinnacle Wealth Management Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,557
| Closed | -$215K | – | 108 |
|
|
2022
Q3 | $215K | Sell |
2,557
-380
| -13% | -$32K | 0.19% | 102 |
|
|
2022
Q2 | $224K | Sell |
2,937
-400
| -12% | -$30.5K | 0.19% | 106 |
|
|
2022
Q1 | $304K | Sell |
3,337
-1,200
| -26% | -$109K | 0.23% | 95 |
|
|
2021
Q4 | $531K | Sell |
4,537
-1,050
| -19% | -$123K | 0.39% | 61 |
|
|
2021
Q3 | $616K | Sell |
5,587
-750
| -12% | -$82.7K | 0.46% | 50 |
|
|
2021
Q2 | $709K | Buy |
+6,337
| New | +$709K | 0.52% | 52 |
|