Sugarloaf Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $146K | Buy |
1,602
+66
| +4% | +$6.02K | 0.03% | 201 |
|
|
2024
Q3 | $150K | Sell |
1,536
-258
| -14% | -$25.2K | 0.03% | 202 |
|
|
2024
Q2 | $140K | Sell |
1,794
-129
| -7% | -$10K | 0.03% | 200 |
|
|
2024
Q1 | $176K | Buy |
1,923
+8
| +0.4% | +$731 | 0.04% | 166 |
|
|
2023
Q4 | $184K | Sell |
1,915
-80
| -4% | -$7.68K | 0.04% | 146 |
|
|
2023
Q3 | $182K | Sell |
1,995
-104
| -5% | -$9.49K | 0.05% | 139 |
|
|
2023
Q2 | $208K | Sell |
2,099
-284
| -12% | -$28.1K | 0.05% | 132 |
|
|
2023
Q1 | $248K | Buy |
2,383
+17
| +0.7% | +$1.77K | 0.06% | 115 |
|
|
2022
Q4 | $235K | Buy |
2,366
+7
| +0.3% | +$695 | 0.06% | 114 |
|
|
2022
Q3 | $199K | Sell |
2,359
-101
| -4% | -$8.52K | 0.05% | 121 |
|
|
2022
Q2 | $188K | Buy |
2,460
+61
| +3% | +$4.66K | 0.05% | 126 |
|
|
2022
Q1 | $218K | Sell |
2,399
-158
| -6% | -$14.4K | 0.05% | 116 |
|
|
2021
Q4 | $299K | Sell |
2,557
-35
| -1% | -$4.09K | 0.07% | 102 |
|
|
2021
Q3 | $286K | Buy |
2,592
+6
| +0.2% | +$662 | 0.08% | 105 |
|
|
2021
Q2 | $289K | Sell |
2,586
-293
| -10% | -$32.7K | 0.08% | 99 |
|
|
2021
Q1 | $315 | Buy |
2,879
+108
| +4% | +$12 | 0.09% | 92 |
|
|
2020
Q4 | $296K | Sell |
2,771
-393
| -12% | -$42K | 0.1% | 88 |
|
|
2020
Q3 | $237K | Buy |
3,164
+6
| +0.2% | +$449 | 0.09% | 95 |
|
|
2020
Q2 | $232K | Buy |
3,158
+6
| +0.2% | +$441 | 0.09% | 95 |
|
|
2020
Q1 | $207K | Sell |
3,152
-18
| -0.6% | -$1.18K | 0.09% | 99 |
|
|
2019
Q4 | $279K | Buy |
+3,170
| New | +$279K | 0.12% | 101 |
|