Presidio Capital Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,140
| Closed | -$212K | – | 42 |
|
|
2023
Q2 | $212K | Hold |
2,140
| – | – | 0.17% | 39 |
|
|
2023
Q1 | $223K | Buy |
2,140
+23
| +1% | +$2.4K | 0.19% | 33 |
|
|
2022
Q4 | $210K | Buy |
+2,117
| New | +$210K | 0.19% | 30 |
|
|
2022
Q2 | – | Sell |
-2,334
| Closed | -$212K | – | 33 |
|
|
2022
Q1 | $212K | Buy |
2,334
+443
| +23% | +$40.2K | 0.18% | 29 |
|
|
2021
Q4 | $221K | Buy |
+1,891
| New | +$221K | 0.19% | 35 |
|