Sovarnum Capital’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-15,000
| Closed | -$1.66M | – | 46 |
|
2021
Q3 | $1.66M | Hold |
15,000
| – | – | 1.56% | 30 |
|
2021
Q2 | $1.68M | Sell |
15,000
-8,500
| -36% | -$950K | 1.06% | 40 |
|
2021
Q1 | $2.57M | Buy |
23,500
+2,000
| +9% | +$219K | 1.94% | 17 |
|
2020
Q4 | $2.3M | Buy |
+21,500
| New | +$2.3M | 1.61% | 24 |
|