Apexium Financial’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
2,385
-1,660
| -41% | -$152K | 0.01% | 262 |
|
|
2025
Q1 | $397K | Hold |
4,045
| – | – | 0.02% | 196 |
|
|
2024
Q4 | $369K | Sell |
4,045
-19
| -0.5% | -$1.73K | 0.02% | 191 |
|
|
2024
Q3 | $396K | Buy |
4,064
+202
| +5% | +$19.7K | 0.03% | 161 |
|
|
2024
Q2 | $301K | Sell |
3,862
-102
| -3% | -$7.94K | 0.02% | 180 |
|
|
2024
Q1 | $362K | Buy |
3,964
+267
| +7% | +$24.4K | 0.03% | 164 |
|
|
2023
Q4 | $355K | Buy |
3,697
+465
| +14% | +$44.6K | 0.03% | 202 |
|
|
2023
Q3 | $295K | Sell |
3,232
-80
| -2% | -$7.3K | 0.03% | 173 |
|
|
2023
Q2 | $328K | Buy |
3,312
+81
| +3% | +$8.02K | 0.03% | 172 |
|
|
2023
Q1 | $336K | Buy |
3,231
+11
| +0.3% | +$1.15K | 0.03% | 163 |
|
|
2022
Q4 | $319K | Buy |
3,220
+1
| +0% | +$99 | 0.03% | 163 |
|
|
2022
Q3 | $271K | Buy |
+3,219
| New | +$271K | 0.03% | 162 |
|