WealthTrust-Arizona’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $8K | Buy |
130
+17
| +15% | +$1.06K | ﹤0.01% | 415 |
|
|
2018
Q3 | $6K | Sell |
113
-9
| -7% | -$476 | ﹤0.01% | 484 |
|
|
2018
Q2 | $6K | Hold |
122
| – | – | ﹤0.01% | 491 |
|
|
2018
Q1 | $7K | Sell |
122
-865
| -88% | -$50K | ﹤0.01% | 458 |
|
|
2017
Q4 | $57K | Sell |
987
-391
| -28% | -$22.1K | 0.03% | 153 |
|
|
2017
Q3 | $74K | Buy |
1,378
+265
| +24% | +$14.7K | 0.04% | 125 |
|
|
2017
Q2 | $65K | Sell |
1,113
-45
| -4% | -$2.72K | 0.03% | 135 |
|
|
2017
Q1 | $68K | Hold |
1,158
| – | – | 0.04% | 128 |
|
|
2016
Q4 | $64K | Sell |
1,158
-75
| -6% | -$4.16K | 0.04% | 131 |
|
|
2016
Q3 | $67K | Buy |
1,233
+816
| +196% | +$45.6K | 0.04% | 118 |
|
|
2016
Q2 | $24K | Hold |
417
| – | – | 0.01% | 215 |
|
|
2016
Q1 | $25K | Buy |
417
+10
| +2% | +$582 | 0.02% | 204 |
|
|
2015
Q4 | $24K | Buy |
407
+71
| +21% | +$4.32K | 0.01% | 227 |
|
|
2015
Q3 | $19K | Buy |
336
+26
| +8% | +$1.46K | 0.01% | 271 |
|
|
2015
Q2 | $17K | Buy |
310
+4
| +1% | +$203 | 0.01% | 318 |
|
|
2015
Q1 | $14K | Buy |
306
+86
| +39% | +$3.86K | 0.01% | 358 |
|
|
2014
Q4 | $9K | Hold |
220
| – | – | 0.01% | 413 |
|
|
2014
Q3 | $8K | Hold |
220
| – | – | 0.01% | 442 |
|
|
2014
Q2 | $9K | Sell |
220
-22
| -9% | -$799 | 0.01% | 424 |
|
|
2014
Q1 | $9K | Hold |
242
| – | – | 0.01% | 447 |
|
|
2013
Q4 | $9K | Sell |
242
-10
| -4% | -$396 | 0.01% | 425 |
|
|
2013
Q3 | $10K | Hold |
252
| – | – | 0.01% | 366 |
|
|
2013
Q2 | $8K | Buy |
+252
| New | +$7.83K | 0.01% | 385 |
|
Other funds holding SBUX
MAM
