Wealthstreet Investment 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 | $14K | Hold |
150
| – | – | 0.38% | 47 |
|
|
2021
Q4 | $18K | Hold |
150
| – | – | 0.44% | 45 |
|
|
2021
Q3 | $17K | Sell |
150
-1,950
| -93% | -$221K | 0.47% | 41 |
|
|
2021
Q2 | $235K | Sell |
2,100
-51,627
| -96% | -$5.78M | 1.22% | 26 |
|
|
2021
Q1 | $5.87M | Sell |
53,727
-489
| -0.9% | -$53.4K | 0.57% | 44 |
|
|
2020
Q4 | $5.8M | Sell |
54,216
-400
| -0.7% | -$42.8K | 0.59% | 42 |
|
|
2020
Q3 | $4.69M | Buy |
54,616
+1,395
| +3% | +$120K | 0.52% | 47 |
|
|
2020
Q2 | $3.92M | Sell |
53,221
-155
| -0.3% | -$11.4K | 0.48% | 52 |
|
|
2020
Q1 | $3.51M | Buy |
53,376
+10,475
| +24% | +$689K | 0.52% | 48 |
|
|
2019
Q4 | $3.77M | Hold |
42,901
| – | – | 0.44% | 59 |
|
|
2019
Q3 | $3.61M | Sell |
42,901
-315
| -0.7% | -$26.5K | 0.46% | 59 |
|
|
2019
Q2 | $3.62M | Sell |
43,216
-200
| -0.5% | -$16.8K | 0.47% | 58 |
|
|
2019
Q1 | $3.23M | Sell |
43,416
-231
| -0.5% | -$17.2K | 0.43% | 65 |
|
|
2018
Q4 | $2.92M | Buy |
43,647
+482
| +1% | +$32.2K | 0.41% | 65 |
|
|
2018
Q3 | $2.45M | Sell |
43,165
-1,689
| -4% | -$96K | 0.3% | 78 |
|
|
2018
Q2 | $2.19M | Sell |
44,854
-2,255
| -5% | -$110K | 0.29% | 87 |
|
|
2018
Q1 | $2.73M | Buy |
47,109
+1,042
| +2% | +$60.3K | 0.34% | 71 |
|
|
2017
Q4 | $2.65M | Buy |
+46,067
| New | +$2.65M | 0.32% | 76 |
|