Richard C. Young & Co’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,333
| Closed | -$273K | – | 79 |
|
|
2021
Q4 | $273K | Buy |
2,333
+9
| +0.4% | +$1.05K | 0.03% | 72 |
|
|
2021
Q3 | $256K | Sell |
2,324
-78,567
| -97% | -$8.65M | 0.04% | 69 |
|
|
2021
Q2 | $9.04M | Buy |
80,891
+3,815
| +5% | +$427K | 1.15% | 41 |
|
|
2021
Q1 | $8.42M | Buy |
77,076
+4,355
| +6% | +$476K | 1.12% | 39 |
|
|
2020
Q4 | $7.78M | Buy |
72,721
+3,242
| +5% | +$347K | 1.18% | 37 |
|
|
2020
Q3 | $5.97M | Buy |
69,479
+34,187
| +97% | +$2.94M | 0.96% | 42 |
|
|
2020
Q2 | $2.6M | Buy |
35,292
+4,547
| +15% | +$335K | 0.43% | 63 |
|
|
2020
Q1 | $2.02M | Buy |
+30,745
| New | +$2.02M | 0.39% | 61 |
|