Wealthspire Advisors (Maryland)’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.16M | Sell |
36,720
-17,224
| -32% | -$1.48M | 0.11% | 91 |
|
|
2020
Q2 | $3.97M | Sell |
53,944
-516
| -0.9% | -$38K | 0.28% | 55 |
|
|
2020
Q1 | $3.58M | Sell |
54,460
-3,287
| -6% | -$216K | 0.31% | 52 |
|
|
2019
Q4 | $5.08M | Sell |
57,747
-2,250
| -4% | -$198K | 0.34% | 53 |
|
|
2019
Q3 | $5.31M | Sell |
59,997
-11,190
| -16% | -$989K | 0.39% | 45 |
|
|
2019
Q2 | $5.97M | Sell |
71,187
-2,164
| -3% | -$181K | 0.45% | 41 |
|
|
2019
Q1 | $5.45M | Buy |
73,351
+36,808
| +101% | +$2.74M | 0.41% | 41 |
|
|
2018
Q4 | $2.35M | Sell |
36,543
-457
| -1% | -$29.4K | 0.21% | 70 |
|
|
2018
Q3 | $2.1M | Sell |
37,000
-3,654
| -9% | -$208K | 0.17% | 77 |
|
|
2018
Q2 | $1.99M | Sell |
40,654
-1,291
| -3% | -$63.1K | 0.18% | 77 |
|
|
2018
Q1 | $2.43M | Buy |
41,945
+8,357
| +25% | +$484K | 0.23% | 67 |
|
|
2017
Q4 | $1.93M | Buy |
33,588
+6,306
| +23% | +$362K | 0.19% | 85 |
|
|
2017
Q3 | $1.47M | Buy |
27,282
+1,676
| +7% | +$90K | 0.16% | 97 |
|
|
2017
Q2 | $1.49M | Buy |
25,606
+786
| +3% | +$45.8K | 0.18% | 90 |
|
|
2017
Q1 | $1.45M | Buy |
24,820
+1,410
| +6% | +$82.3K | 0.21% | 74 |
|
|
2016
Q4 | $1.3M | Buy |
23,410
+2,606
| +13% | +$145K | 0.19% | 79 |
|
|
2016
Q3 | $1.13M | Sell |
20,804
-144
| -0.7% | -$7.79K | 0.18% | 90 |
|
|
2016
Q2 | $1.2M | Sell |
20,948
-747
| -3% | -$42.7K | 0.2% | 82 |
|
|
2016
Q1 | $1.3M | Buy |
21,695
+4,488
| +26% | +$268K | 0.23% | 69 |
|
|
2015
Q4 | $1.03M | Buy |
+17,207
| New | +$1.03M | 0.19% | 86 |
|