Virginia Wealth Management Group’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 |
-2,799
| Closed | -$255K | – | 66 |
|
|
2023
Q3 | $255K | Buy |
2,799
+16
| +0.6% | +$1.46K | 0.17% | 65 |
|
|
2023
Q2 | $276K | Buy |
2,783
+15
| +0.5% | +$1.49K | 0.19% | 63 |
|
|
2023
Q1 | $288K | Buy |
2,768
+14
| +0.5% | +$1.46K | 0.2% | 64 |
|
|
2022
Q4 | $273K | Sell |
2,754
-392
| -12% | -$38.9K | 0.19% | 66 |
|
|
2022
Q3 | $265K | Sell |
3,146
-24,676
| -89% | -$2.08M | 0.2% | 65 |
|
|
2022
Q2 | $2.13M | Buy |
27,822
+1,348
| +5% | +$103K | 2.04% | 25 |
|
|
2022
Q1 | $2.18M | Buy |
26,474
+1,380
| +5% | +$114K | 1.95% | 26 |
|
|
2021
Q4 | $2.94M | Buy |
+25,094
| New | +$2.94M | 2.64% | 8 |
|