Triad Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $570K | Buy |
6,240
+27
| +0.4% | +$2.46K | 0.2% | 47 |
|
|
2023
Q2 | $615K | Sell |
6,213
-19
| -0.3% | -$1.88K | 0.25% | 42 |
|
|
2023
Q1 | $649K | Sell |
6,232
-1,999
| -24% | -$208K | 0.28% | 39 |
|
|
2022
Q4 | $817K | Sell |
8,231
-1,019
| -11% | -$101K | 0.36% | 39 |
|
|
2022
Q3 | $779K | Buy |
9,250
+18
| +0.2% | +$1.52K | 0.42% | 32 |
|
|
2022
Q2 | $705K | Sell |
9,232
-192
| -2% | -$14.7K | 0.39% | 33 |
|
|
2022
Q1 | $857K | Sell |
9,424
-3,159
| -25% | -$287K | 0.46% | 30 |
|
|
2021
Q4 | $1.47M | Buy |
+12,583
| New | +$1.47M | 0.87% | 18 |
|