Aries Wealth Management’s Starbucks SBUX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,898	Closed	-$539K	–	215
2024 Q1	$539K	Sell	5,898 -790	-12%	-$73.5K	0.17%	119
2023 Q4	$642K	Sell	6,688 -29	-0.4%	-$2.82K	0.23%	101
2023 Q3	$629K	Buy	6,717 +164	+3%	+$16.1K	0.25%	97
2023 Q2	$649K	Buy	6,553 +18	+0.3%	+$1.87K	0.25%	98
2023 Q1	$680K	Buy	6,535 +6	+0.1%	+$624	0.28%	92
2022 Q4	$648K	Hold	6,529	–	–	0.28%	94
2022 Q3	$565K	Hold	6,529	–	–	0.25%	96
2022 Q2	$499K	Buy	6,529 +3,049	+88%	+$234K	0.23%	99
2022 Q1	$317K	Sell	3,480 -2,619	-43%	-$247K	0.14%	63
2021 Q4	$713K	Buy	6,099 +80	+1%	+$9.02K	0.27%	85
2021 Q3	$664K	Buy	6,019 +338	+6%	+$39.6K	0.28%	84
2021 Q2	$635K	Buy	5,681 +125	+2%	+$14.1K	0.27%	87
2021 Q1	$640K	Buy	5,556 +115	+2%	+$12.1K	0.29%	81
2020 Q4	$575K	Sell	5,441 -300	-5%	-$28.6K	0.29%	81
2020 Q3	$493K	Buy	5,741 +140	+2%	+$11.2K	0.28%	82
2020 Q2	$412K	Buy	5,601 +140	+3%	+$10.5K	0.25%	84
2020 Q1	$355K	Buy	5,461 +40	+0.7%	+$3.23K	0.27%	83
2019 Q4	$478K	Hold	5,421	–	–	0.29%	81
2019 Q3	$468K	Sell	5,421 -70	-1%	-$6.49K	0.31%	77
2019 Q2	$482K	Sell	5,491 -98	-2%	-$7.68K	0.34%	78
2019 Q1	$415K	Sell	5,589 -25	-0.4%	-$1.72K	0.31%	78
2018 Q4	$362K	Buy	5,614 +126	+2%	+$7.89K	0.38%	72
2018 Q3	$312K	Hold	5,488	–	–	0.28%	88
2018 Q2	$288K	Hold	5,488	–	–	0.27%	92
2018 Q1	$326K	Buy	5,488 +210	+4%	+$12.1K	0.32%	85
2017 Q4	$323K	Buy	+5,278	New	+$299K	0.3%	88