Sonen Capital’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $261K | Buy |
2,719
+73
| +3% | +$7.01K | 0.5% | 59 |
|
|
2023
Q3 | $242K | Buy |
2,646
+374
| +16% | +$34.1K | 0.47% | 70 |
|
|
2023
Q2 | $225K | Hold |
2,272
| – | – | 0.37% | 74 |
|
|
2023
Q1 | $237K | Sell |
2,272
-1,804
| -44% | -$188K | 0.4% | 82 |
|
|
2022
Q4 | $404K | Hold |
4,076
| – | – | 0.66% | 68 |
|
|
2022
Q3 | $343K | Buy |
4,076
+1,029
| +34% | +$86.6K | 0.56% | 82 |
|
|
2022
Q2 | $233K | Sell |
3,047
-62
| -2% | -$4.74K | 0.33% | 95 |
|
|
2022
Q1 | $283K | Sell |
3,109
-577
| -16% | -$52.5K | 0.34% | 84 |
|
|
2021
Q4 | $431K | Buy |
+3,686
| New | +$431K | 0.42% | 80 |
|