Stanford Investment Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,576
| Closed | -$143K | – | 237 |
|
|
2016
Q4 | $143K | Buy |
2,576
+8
| +0.3% | +$444 | 0.07% | 67 |
|
|
2016
Q3 | $139K | Buy |
2,568
+1,797
| +233% | +$97.3K | 0.07% | 75 |
|
|
2016
Q2 | $44K | Sell |
771
-110
| -12% | -$6.28K | 0.02% | 153 |
|
|
2016
Q1 | $53K | Sell |
881
-138
| -14% | -$8.3K | 0.03% | 130 |
|
|
2015
Q4 | $61K | Sell |
1,019
-84
| -8% | -$5.03K | 0.03% | 116 |
|
|
2015
Q3 | $63K | Hold |
1,103
| – | – | 0.05% | 108 |
|
|
2015
Q2 | $59K | Sell |
1,103
-115
| -9% | -$6.15K | 0.04% | 117 |
|
|
2015
Q1 | $58K | Hold |
1,218
| – | – | 0.05% | 124 |
|
|
2014
Q4 | $50K | Buy |
+1,218
| New | +$50K | 0.04% | 137 |
|