Wealth 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 |
-14,146
| Closed | -$1.66M | – | 72 |
|
2021
Q4 | $1.66M | Sell |
14,146
-492
| -3% | -$57.6K | 0.57% | 25 |
|
2021
Q3 | $1.63M | Buy |
14,638
+3
| +0% | +$334 | 0.64% | 24 |
|
2021
Q2 | $1.79M | Buy |
14,635
+9,002
| +160% | +$1.1M | 0.65% | 24 |
|
2021
Q1 | $655K | Buy |
5,633
+4,003
| +246% | +$465K | 0.26% | 39 |
|
2020
Q4 | $174K | Buy |
1,630
+3
| +0.2% | +$320 | 0.08% | 55 |
|
2020
Q3 | $146K | Buy |
1,627
+4
| +0.2% | +$359 | 0.07% | 58 |
|
2020
Q2 | $122K | Buy |
+1,623
| New | +$122K | 0.06% | 54 |
|