YWP
YorkBridge Wealth Partners’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $220K | Sell |
2,216
-1,577
| -42% | -$156K | 0.06% | 239 |
|
|
2022
Q3 | $320K | Buy |
+3,793
| New | +$320K | 0.08% | 181 |
|
|
2022
Q1 | – | Sell |
-29,472
| Closed | -$3.45M | – | 295 |
|
|
2021
Q4 | $3.45M | Buy |
29,472
+973
| +3% | +$114K | 0.77% | 35 |
|
|
2021
Q3 | $3.14M | Sell |
28,499
-2,742
| -9% | -$302K | 0.79% | 35 |
|
|
2021
Q2 | $3.49M | Buy |
31,241
+119
| +0.4% | +$13.3K | 0.91% | 30 |
|
|
2021
Q1 | $3.4M | Buy |
31,122
+1,001
| +3% | +$109K | 1.01% | 27 |
|
|
2020
Q4 | $3.22M | Buy |
30,121
+1,652
| +6% | +$177K | 1.08% | 24 |
|
|
2020
Q3 | $2.45M | Buy |
28,469
+4,478
| +19% | +$385K | 1.03% | 27 |
|
|
2020
Q2 | $1.77M | Buy |
23,991
+9,106
| +61% | +$670K | 0.81% | 34 |
|
|
2020
Q1 | $979K | Sell |
14,885
-783
| -5% | -$51.5K | 0.6% | 54 |
|
|
2019
Q4 | $1.38M | Sell |
15,668
-81
| -0.5% | -$7.12K | 0.63% | 52 |
|
|
2019
Q3 | $1.39M | Sell |
15,749
-6,460
| -29% | -$571K | 0.7% | 45 |
|
|
2019
Q2 | $1.86M | Sell |
22,209
-4,613
| -17% | -$387K | 0.83% | 32 |
|
|
2019
Q1 | $1.99M | Buy |
26,822
+843
| +3% | +$62.7K | 0.92% | 27 |
|
|
2018
Q4 | $1.67M | Sell |
25,979
-7,866
| -23% | -$507K | 0.89% | 28 |
|
|
2018
Q3 | $1.88M | Buy |
33,845
+1,886
| +6% | +$105K | 0.86% | 27 |
|
|
2018
Q2 | $1.56M | Buy |
31,959
+2,685
| +9% | +$131K | 0.68% | 36 |
|
|
2018
Q1 | $1.74M | Buy |
29,274
+807
| +3% | +$48K | 0.8% | 25 |
|
|
2017
Q4 | $1.56M | Buy |
28,467
+3
| +0% | +$164 | 0.75% | 34 |
|
|
2017
Q3 | $1.53M | Sell |
28,464
-1,843
| -6% | -$99K | 0.79% | 29 |
|
|
2017
Q2 | $1.77M | Buy |
30,307
+617
| +2% | +$35.9K | 0.94% | 23 |
|
|
2017
Q1 | $1.8M | Sell |
29,690
-4,594
| -13% | -$278K | 0.94% | 24 |
|
|
2016
Q4 | $1.97M | Buy |
+34,284
| New | +$1.97M | 1.16% | 17 |
|