SWA
Sutton Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $169K | Buy |
1,856
+28
| +2% | +$2.56K | 0.08% | 121 |
|
|
2023
Q2 | $181K | Buy |
1,828
+318
| +21% | +$31.5K | 0.09% | 118 |
|
|
2023
Q1 | $157K | Sell |
1,510
-3,505
| -70% | -$365K | 0.08% | 125 |
|
|
2022
Q4 | $497K | Buy |
5,015
+20
| +0.4% | +$1.98K | 0.19% | 84 |
|
|
2022
Q3 | $421K | Buy |
4,995
+139
| +3% | +$11.7K | 0.17% | 89 |
|
|
2022
Q2 | $371K | Buy |
4,856
+21
| +0.4% | +$1.6K | 0.15% | 105 |
|
|
2022
Q1 | $440K | Sell |
4,835
-23
| -0.5% | -$2.09K | 0.15% | 98 |
|
|
2021
Q4 | $568K | Buy |
4,858
+33
| +0.7% | +$3.86K | 0.19% | 83 |
|
|
2021
Q3 | $532K | Buy |
4,825
+11
| +0.2% | +$1.21K | 0.2% | 84 |
|
|
2021
Q2 | $538K | Hold |
4,814
| – | – | 0.2% | 84 |
|
|
2021
Q1 | $526K | Sell |
4,814
-321
| -6% | -$35.1K | 0.21% | 79 |
|
|
2020
Q4 | $549K | Buy |
5,135
+95
| +2% | +$10.2K | 0.23% | 74 |
|
|
2020
Q3 | $433K | Sell |
5,040
-7
| -0.1% | -$601 | 0.21% | 82 |
|
|
2020
Q2 | $371K | Buy |
5,047
+165
| +3% | +$12.1K | 0.19% | 89 |
|
|
2020
Q1 | $321K | Buy |
4,882
+30
| +0.6% | +$1.97K | 0.2% | 86 |
|
|
2019
Q4 | $427K | Hold |
4,852
| – | – | 0.22% | 77 |
|
|
2019
Q3 | $429K | Sell |
4,852
-614
| -11% | -$54.3K | 0.24% | 76 |
|
|
2019
Q2 | $458K | Sell |
5,466
-325
| -6% | -$27.2K | 0.26% | 68 |
|
|
2019
Q1 | $431K | Buy |
5,791
+8
| +0.1% | +$595 | 0.25% | 68 |
|
|
2018
Q4 | $372K | Hold |
5,783
| – | – | 0.24% | 71 |
|
|
2018
Q3 | $329K | Hold |
5,783
| – | – | 0.22% | 84 |
|
|
2018
Q2 | $283K | Buy |
5,783
+15
| +0.3% | +$733 | 0.2% | 89 |
|
|
2018
Q1 | $334K | Hold |
5,768
| – | – | 0.24% | 71 |
|
|
2017
Q4 | $331K | Hold |
5,768
| – | – | 0.24% | 75 |
|
|
2017
Q3 | $310K | Sell |
5,768
-48
| -0.8% | -$2.58K | 0.24% | 73 |
|
|
2017
Q2 | $339K | Buy |
5,816
+48
| +0.8% | +$2.8K | 0.27% | 66 |
|
|
2017
Q1 | $337K | Sell |
5,768
-9
| -0.2% | -$526 | 0.28% | 62 |
|
|
2016
Q4 | $321K | Hold |
5,777
| – | – | 0.29% | 61 |
|
|
2016
Q3 | $313K | Sell |
5,777
-3
| -0.1% | -$162 | 0.29% | 62 |
|
|
2016
Q2 | $330K | Buy |
5,780
+60
| +1% | +$3.43K | 0.31% | 58 |
|
|
2016
Q1 | $341K | Buy |
+5,720
| New | +$341K | 0.32% | 53 |
|