SWMG
Signature Wealth Management Group’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23,663
| Closed | -$2.15M | – | 94 |
|
|
2022
Q1 | $2.15M | Buy |
23,663
+8,031
| +51% | +$731K | 0.97% | 52 |
|
|
2021
Q4 | $1.83M | Buy |
15,632
+871
| +6% | +$102K | 0.92% | 50 |
|
|
2021
Q3 | $1.63M | Buy |
14,761
+1,319
| +10% | +$145K | 0.9% | 52 |
|
|
2021
Q2 | $1.5M | Buy |
13,442
+935
| +7% | +$105K | 0.84% | 52 |
|
|
2021
Q1 | $1.37M | Buy |
12,507
+306
| +3% | +$33.4K | 0.8% | 52 |
|
|
2020
Q4 | $1.31M | Buy |
12,201
+1,857
| +18% | +$199K | 0.82% | 44 |
|
|
2020
Q3 | $889K | Buy |
10,344
+656
| +7% | +$56.4K | 0.64% | 51 |
|
|
2020
Q2 | $713K | Buy |
9,688
+787
| +9% | +$57.9K | 0.55% | 57 |
|
|
2020
Q1 | $585K | Buy |
8,901
+1,402
| +19% | +$92.1K | 0.51% | 56 |
|
|
2019
Q4 | $659K | Sell |
7,499
-89
| -1% | -$7.82K | 0.42% | 65 |
|
|
2019
Q3 | $671K | Sell |
7,588
-1,821
| -19% | -$161K | 0.44% | 53 |
|
|
2019
Q2 | $826K | Buy |
9,409
+342
| +4% | +$30K | 0.55% | 44 |
|
|
2019
Q1 | $674K | Sell |
9,067
-41
| -0.5% | -$3.05K | 0.47% | 49 |
|
|
2018
Q4 | $587K | Sell |
9,108
-867
| -9% | -$55.9K | 0.46% | 49 |
|
|
2018
Q3 | $582K | Buy |
9,975
+2,401
| +32% | +$140K | 0.43% | 45 |
|
|
2018
Q2 | $370K | Buy |
7,574
+985
| +15% | +$48.1K | 0.27% | 62 |
|
|
2018
Q1 | $381K | Buy |
6,589
+532
| +9% | +$30.8K | 0.29% | 61 |
|
|
2017
Q4 | $348K | Buy |
+6,057
| New | +$348K | 0.26% | 60 |
|