Seven Post Investment Office’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,003
| Closed | -$209K | – | 58 |
|
|
2023
Q1 | $209K | Buy |
+2,003
| New | +$209K | 0.08% | 52 |
|
|
2022
Q1 | – | Sell |
-2,003
| Closed | -$234K | – | 49 |
|
|
2021
Q4 | $234K | Hold |
2,003
| – | – | 0.06% | 43 |
|
|
2021
Q3 | $221K | Hold |
2,003
| – | – | 0.07% | 45 |
|
|
2021
Q2 | $224K | Hold |
2,003
| – | – | 0.07% | 47 |
|
|
2021
Q1 | $219K | Hold |
2,003
| – | – | 0.08% | 41 |
|
|
2020
Q4 | $214K | Buy |
+2,003
| New | +$214K | 0.09% | 42 |
|