WBI Investments’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,729
| Closed | -$754K | – | 282 |
|
|
2024
Q3 | $754K | Buy |
+7,729
| New | +$754K | 0.18% | 132 |
|
|
2024
Q1 | – | Sell |
-2,493
| Closed | -$239K | – | 236 |
|
|
2023
Q4 | $239K | Buy |
+2,493
| New | +$239K | 0.05% | 186 |
|
|
2021
Q4 | – | Sell |
-13,260
| Closed | -$1.46M | – | 226 |
|
|
2021
Q3 | $1.46M | Buy |
+13,260
| New | +$1.46M | 0.25% | 98 |
|
|
2016
Q1 | – | Sell |
-145,791
| Closed | -$8.75M | – | 211 |
|
|
2015
Q4 | $8.75M | Buy |
+145,791
| New | +$8.75M | 0.25% | 75 |
|