Acima Private Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-261
| Closed | -$25.6K | – | 186 |
|
2025
Q1 | $25.6K | Hold |
261
| – | – | 0.01% | 160 |
|
2024
Q4 | $23.8K | Hold |
261
| – | – | 0.01% | 164 |
|
2024
Q3 | $25.4K | Hold |
261
| – | – | 0.01% | 163 |
|
2024
Q2 | $20.3K | Hold |
261
| – | – | 0.01% | 162 |
|
2024
Q1 | $23.9K | Hold |
261
| – | – | 0.01% | 168 |
|
2023
Q4 | $25.1K | Hold |
261
| – | – | 0.01% | 175 |
|
2023
Q3 | $23.8K | Hold |
261
| – | – | 0.01% | 179 |
|
2023
Q2 | $25.9K | Hold |
261
| – | – | 0.01% | 183 |
|
2023
Q1 | $27.2K | Hold |
261
| – | – | 0.01% | 184 |
|
2022
Q4 | $25.9K | Hold |
261
| – | – | 0.01% | 175 |
|
2022
Q3 | $22K | Hold |
261
| – | – | 0.01% | 181 |
|
2022
Q2 | $19.9K | Hold |
261
| – | – | 0.01% | 185 |
|
2022
Q1 | $24K | Hold |
261
| – | – | 0.01% | 191 |
|
2021
Q4 | $31K | Hold |
261
| – | – | 0.01% | 184 |
|
2021
Q3 | $29K | Hold |
261
| – | – | 0.01% | 176 |
|
2021
Q2 | $29K | Hold |
261
| – | – | 0.01% | 175 |
|
2021
Q1 | $29K | Sell |
261
-39
| -13% | -$4.33K | 0.01% | 175 |
|
2020
Q4 | $32K | Hold |
300
| – | – | 0.02% | 173 |
|
2020
Q3 | $26K | Sell |
300
-4,334
| -94% | -$376K | 0.02% | 170 |
|
2020
Q2 | $341K | Hold |
4,634
| – | – | 0.22% | 85 |
|
2020
Q1 | $305K | Sell |
4,634
-400
| -8% | -$26.3K | 0.23% | 85 |
|
2019
Q4 | $443K | Buy |
5,034
+700
| +16% | +$61.6K | 0.31% | 78 |
|
2019
Q3 | $383K | Hold |
4,334
| – | – | 0.29% | 82 |
|
2019
Q2 | $363K | Hold |
4,334
| – | – | 0.29% | 81 |
|
2019
Q1 | $322K | Hold |
4,334
| – | – | 0.28% | 83 |
|
2018
Q4 | $279K | Buy |
+4,334
| New | +$279K | 0.27% | 86 |
|