PRW Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,673
| Closed | -$858K | – | 251 |
|
|
2021
Q2 | $858K | Buy |
+7,673
| New | +$858K | 0.25% | 109 |
|
|
2019
Q2 | – | Sell |
-528
| Closed | -$40K | – | 560 |
|
|
2019
Q1 | $40K | Buy |
528
+370
| +234% | +$28K | 0.04% | 165 |
|
|
2018
Q4 | $10K | Buy |
+158
| New | +$10K | 0.01% | 289 |
|