Wellesley Investment Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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|
2019
Q3 | $215K | Buy |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $275K | Sell |
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|
2018
Q4 | $386K | Sell |
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|
2018
Q3 | $365K | Buy |
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|
2018
Q2 | $314K | Buy |
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|
2018
Q1 | $365K | Buy |
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|
2017
Q4 | $354K | Buy |
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|
2017
Q3 | $323K | Hold |
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|
2017
Q2 | $351K | Hold |
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|
2017
Q1 | $351K | Hold |
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|
2016
Q4 | $334K | Hold |
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|
2016
Q3 | $326K | Buy |
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|
2016
Q2 | $338K | Sell |
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|
2016
Q1 | $410K | Hold |
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|
2015
Q4 | $412K | Buy |
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