AWS
Aspen Wealth Strategies’s Starbucks SBUX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $641K | Hold |
6,994
| – | – | 0.39% | 40 |
|
2025
Q1 | $686K | Sell |
6,994
-159
| -2% | -$15.6K | 0.45% | 40 |
|
2024
Q4 | $653K | Buy |
7,153
+2,702
| +61% | +$247K | 0.42% | 37 |
|
2024
Q3 | $434K | Buy |
4,451
+191
| +4% | +$18.6K | 0.28% | 53 |
|
2024
Q2 | $320K | Sell |
4,260
-516
| -11% | -$38.8K | 0.22% | 55 |
|
2024
Q1 | $437K | Sell |
4,776
-429
| -8% | -$39.2K | 0.3% | 48 |
|
2023
Q4 | $500K | Sell |
5,205
-40
| -0.8% | -$3.84K | 0.36% | 43 |
|
2023
Q3 | $479K | Sell |
5,245
-35
| -0.7% | -$3.2K | 0.37% | 36 |
|
2023
Q2 | $523K | Sell |
5,280
-187
| -3% | -$18.5K | 0.4% | 38 |
|
2023
Q1 | $569K | Sell |
5,467
-47
| -0.9% | -$4.89K | 0.44% | 29 |
|
2022
Q4 | $547K | Buy |
+5,514
| New | +$547K | 0.44% | 30 |
|