WFG Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $708K | Buy |
12,146
+3,859
| +47% | +$225K | 0.16% | 152 |
|
|
2017
Q1 | $484K | Sell |
8,287
-2,754
| -25% | -$161K | 0.13% | 174 |
|
|
2016
Q4 | $613K | Sell |
11,041
-6,947
| -39% | -$386K | 0.15% | 180 |
|
|
2016
Q3 | $974K | Buy |
17,988
+999
| +6% | +$54.1K | 0.24% | 103 |
|
|
2016
Q2 | $970K | Buy |
16,989
+2,714
| +19% | +$155K | 0.26% | 99 |
|
|
2016
Q1 | $852K | Buy |
14,275
+1,719
| +14% | +$103K | 0.25% | 100 |
|
|
2015
Q4 | $754K | Buy |
12,556
+1,710
| +16% | +$103K | 0.23% | 110 |
|
|
2015
Q3 | $616K | Sell |
10,846
-5,398
| -33% | -$307K | 0.19% | 123 |
|
|
2015
Q2 | $871K | Buy |
16,244
+1,108
| +7% | +$59.4K | 0.24% | 95 |
|
|
2015
Q1 | $717K | Sell |
15,136
-1,254
| -8% | -$59.4K | 0.2% | 118 |
|
|
2014
Q4 | $672K | Sell |
16,390
-3,354
| -17% | -$138K | 0.14% | 170 |
|
|
2014
Q3 | $745K | Buy |
19,744
+56
| +0.3% | +$2.11K | 0.14% | 176 |
|
|
2014
Q2 | $762K | Buy |
19,688
+4,008
| +26% | +$155K | 0.14% | 180 |
|
|
2014
Q1 | $575K | Sell |
15,680
-612
| -4% | -$22.4K | 0.12% | 209 |
|
|
2013
Q4 | $639K | Buy |
16,292
+2,968
| +22% | +$116K | 0.09% | 257 |
|
|
2013
Q3 | $513K | Buy |
13,324
+1,728
| +15% | +$66.5K | 0.08% | 278 |
|
|
2013
Q2 | $380K | Buy |
+11,596
| New | +$380K | 0.06% | 311 |
|