RE Dickinson Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $289K | Buy |
317
+12
| +4% | +$10.9K | 0.02% | 115 |
|
|
2024
Q3 | $29.7K | Hold |
305
| – | – | 0.02% | 110 |
|
|
2024
Q2 | $23.7K | Hold |
305
| – | – | 0.01% | 121 |
|
|
2024
Q1 | $28K | Sell |
305
-200
| -40% | -$18.4K | 0.02% | 107 |
|
|
2023
Q4 | $48K | Hold |
505
| – | – | 0.03% | 83 |
|
|
2023
Q3 | $46K | Buy |
+505
| New | +$46K | 0.03% | 85 |
|