Summit Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $314K | Hold |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $460K | Hold |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $330K | Hold |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $737K | Buy |
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|
2021
Q3 | $571K | Hold |
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|
2021
Q2 | $579K | Hold |
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|
2021
Q1 | $565K | Hold |
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|
2020
Q4 | $554K | Hold |
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|
2020
Q3 | $445K | Hold |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $307K | Hold |
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|
2019
Q4 | $410K | Hold |
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|
2019
Q3 | $412K | Buy |
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|
2019
Q2 | $353K | Buy |
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|
2019
Q1 | $284K | Hold |
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|
2018
Q4 | $246K | Hold |
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|
2018
Q3 | $217K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $221K | Buy |
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