AW
Alaethes Wealth’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
4,794
-84
| -2% | -$7.7K | 0.13% | 88 |
|
|
2025
Q1 | $478K | Buy |
4,878
+194
| +4% | +$19K | 0.18% | 89 |
|
|
2024
Q4 | $427K | Buy |
4,684
+1
| +0% | +$91 | 0.15% | 92 |
|
|
2024
Q3 | $457K | Sell |
4,683
-496
| -10% | -$48.4K | 0.17% | 94 |
|
|
2024
Q2 | $403K | Sell |
5,179
-224
| -4% | -$17.4K | 0.17% | 95 |
|
|
2024
Q1 | $494K | Sell |
5,403
-94
| -2% | -$8.59K | 0.22% | 92 |
|
|
2023
Q4 | $528K | Hold |
5,497
| – | – | 0.25% | 92 |
|
|
2023
Q3 | $502K | Hold |
5,497
| – | – | 0.27% | 90 |
|
|
2023
Q2 | $545K | Hold |
5,497
| – | – | 0.3% | 90 |
|
|
2023
Q1 | $572K | Buy |
5,497
+45
| +0.8% | +$4.69K | 0.34% | 89 |
|
|
2022
Q4 | $541K | Sell |
5,452
-1,202
| -18% | -$119K | 0.37% | 83 |
|
|
2022
Q3 | $561K | Buy |
6,654
+302
| +5% | +$25.5K | 0.41% | 83 |
|
|
2022
Q2 | $485K | Sell |
6,352
-4,011
| -39% | -$306K | 0.36% | 82 |
|
|
2022
Q1 | $943K | Sell |
10,363
-1,187
| -10% | -$108K | 0.6% | 69 |
|
|
2021
Q4 | $1.35M | Sell |
11,550
-4,163
| -26% | -$487K | 0.85% | 42 |
|
|
2021
Q3 | $1.73M | Sell |
15,713
-281
| -2% | -$31K | 1.26% | 18 |
|
|
2021
Q2 | $1.79M | Buy |
15,994
+503
| +3% | +$56.2K | 1.38% | 15 |
|
|
2021
Q1 | $1.69M | Buy |
+15,491
| New | +$1.69M | 1.57% | 14 |
|