Vickerman & Driscoll Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $1.84M | Buy |
27,909
+11,764
| +73% | +$773K | 1.13% | 35 |
|
2019
Q4 | $1.42M | Sell |
16,145
-28
| -0.2% | -$2.46K | 0.72% | 39 |
|
2019
Q3 | $1.43M | Sell |
16,173
-2,758
| -15% | -$244K | 0.78% | 41 |
|
2019
Q2 | $1.59M | Sell |
18,931
-1,296
| -6% | -$109K | 0.88% | 40 |
|
2019
Q1 | $1.5M | Sell |
20,227
-1,989
| -9% | -$148K | 0.85% | 40 |
|
2018
Q4 | $1.43M | Buy |
22,216
+4,896
| +28% | +$315K | 1.11% | 34 |
|
2018
Q3 | $984K | Buy |
17,320
+8,565
| +98% | +$487K | 0.69% | 43 |
|
2018
Q2 | $428K | Sell |
8,755
-5,965
| -41% | -$292K | 0.31% | 60 |
|
2018
Q1 | $852K | Buy |
14,720
+250
| +2% | +$14.5K | 0.63% | 50 |
|
2017
Q4 | $831K | Buy |
+14,470
| New | +$831K | 0.65% | 58 |
|