UBP Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$230K | – | 105 |
|
|
2021
Q4 | $230K | Hold |
2,000
| – | – | 0.08% | 95 |
|
|
2021
Q3 | $220K | Hold |
2,000
| – | – | 0.09% | 99 |
|
|
2021
Q2 | $220K | Hold |
2,000
| – | – | 0.08% | 107 |
|
|
2021
Q1 | $220K | Hold |
2,000
| – | – | 0.09% | 103 |
|
|
2020
Q4 | $214K | Buy |
+2,000
| New | +$214K | 0.11% | 75 |
|
|
2019
Q3 | – | Sell |
-3,000
| Closed | -$251K | – | 56 |
|
|
2019
Q2 | $251K | Hold |
3,000
| – | – | 0.23% | 46 |
|
|
2019
Q1 | $223K | Buy |
+3,000
| New | +$223K | 0.21% | 46 |
|