WEC
Winslow Evans & Crocker’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $350K | Buy |
3,272
+1,714
| +110% | +$183K | 0.07% | 242 |
|
|
2020
Q3 | $134K | Sell |
1,558
-400
| -20% | -$34.4K | 0.03% | 320 |
|
|
2020
Q2 | $144K | Buy |
1,958
+570
| +41% | +$41.9K | 0.04% | 303 |
|
|
2020
Q1 | $94K | Buy |
1,388
+284
| +26% | +$19.2K | 0.03% | 336 |
|
|
2019
Q4 | $98K | Buy |
1,104
+80
| +8% | +$7.1K | 0.03% | 400 |
|
|
2019
Q3 | $92K | Sell |
1,024
-630
| -38% | -$56.6K | 0.03% | 413 |
|
|
2019
Q2 | $140K | Sell |
1,654
-64
| -4% | -$5.42K | 0.04% | 335 |
|
|
2019
Q1 | $130K | Sell |
1,718
-550
| -24% | -$41.6K | 0.04% | 336 |
|
|
2018
Q4 | $148K | Hold |
2,268
| – | – | 0.05% | 296 |
|
|
2018
Q3 | $130K | Buy |
2,268
+50
| +2% | +$2.87K | 0.04% | 329 |
|
|
2018
Q2 | $110K | Sell |
2,218
-64
| -3% | -$3.17K | 0.03% | 355 |
|
|
2018
Q1 | $132K | Hold |
2,282
| – | – | 0.04% | 309 |
|
|
2017
Q4 | $131K | Sell |
2,282
-448
| -16% | -$25.7K | 0.04% | 321 |
|
|
2017
Q3 | $147K | Sell |
2,730
-2,069
| -43% | -$111K | 0.05% | 295 |
|
|
2017
Q2 | $280K | Buy |
4,799
+1,693
| +55% | +$98.7K | 0.08% | 264 |
|
|
2017
Q1 | $181K | Sell |
3,106
-316
| -9% | -$18.5K | 0.06% | 308 |
|
|
2016
Q4 | $190K | Sell |
3,422
-678
| -17% | -$37.6K | 0.06% | 297 |
|
|
2016
Q3 | $222K | Sell |
4,100
-410
| -9% | -$22.2K | 0.06% | 288 |
|
|
2016
Q2 | $258K | Buy |
4,510
+700
| +18% | +$40K | 0.08% | 242 |
|
|
2016
Q1 | $227K | Sell |
3,810
-14,854
| -80% | -$887K | 0.07% | 250 |
|
|
2015
Q4 | $1.12M | Buy |
18,664
+426
| +2% | +$25.6K | 0.32% | 72 |
|
|
2015
Q3 | $1.04M | Buy |
18,238
+274
| +2% | +$15.6K | 0.33% | 68 |
|
|
2015
Q2 | $963K | Buy |
17,964
+16,598
| +1,215% | +$890K | 0.27% | 81 |
|
|
2015
Q1 | $129K | Buy |
1,366
+576
| +73% | +$54.5K | 0.04% | 372 |
|
|
2014
Q4 | $64.7K | Sell |
790
-80
| -9% | -$6.56K | 0.02% | 491 |
|
|
2014
Q3 | $65.6K | Sell |
870
-430
| -33% | -$32.4K | 0.02% | 505 |
|
|
2014
Q2 | $101K | Buy |
1,300
+800
| +160% | +$61.9K | 0.03% | 360 |
|
|
2014
Q1 | $36.7K | Buy |
500
+102
| +26% | +$7.49K | 0.01% | 539 |
|
|
2013
Q4 | $31K | Buy |
+398
| New | +$31K | 0.01% | 599 |
|