Triton Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,944
| Closed | -$200K | – | 76 |
|
2023
Q3 | $200K | Hold |
1,944
| – | – | 0.13% | 68 |
|
2023
Q2 | $202K | Buy |
+1,944
| New | +$202K | 0.11% | 80 |
|
2023
Q1 | – | Sell |
-1,944
| Closed | -$206K | – | 84 |
|
2022
Q4 | $206K | Buy |
+1,944
| New | +$206K | 0.13% | 76 |
|
2021
Q4 | – | Sell |
-1,814
| Closed | -$206K | – | 104 |
|
2021
Q3 | $206K | Buy |
1,814
+14
| +0.8% | +$1.59K | 0.1% | 103 |
|
2021
Q2 | $209K | Sell |
1,800
-161
| -8% | -$18.7K | 0.12% | 105 |
|
2021
Q1 | $218K | Buy |
+1,961
| New | +$218K | 0.15% | 95 |
|