Atwood & Palmer’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Hold |
207
| – | – | ﹤0.01% | 327 |
|
|
2025
Q1 | $20.3K | Hold |
207
| – | – | ﹤0.01% | 289 |
|
|
2024
Q4 | $18.9K | Hold |
207
| – | – | ﹤0.01% | 294 |
|
|
2024
Q3 | $20.2K | Hold |
207
| – | – | ﹤0.01% | 289 |
|
|
2024
Q2 | $16.1K | Hold |
207
| – | – | ﹤0.01% | 316 |
|
|
2024
Q1 | $18.9K | Hold |
207
| – | – | ﹤0.01% | 280 |
|
|
2023
Q4 | $19.9K | Sell |
207
-87
| -30% | -$8.35K | ﹤0.01% | 277 |
|
|
2023
Q3 | $26.8K | Hold |
294
| – | – | ﹤0.01% | 250 |
|
|
2023
Q2 | $29.1K | Buy |
294
+87
| +42% | +$8.62K | ﹤0.01% | 249 |
|
|
2023
Q1 | $21.6K | Buy |
207
+7
| +4% | +$729 | ﹤0.01% | 259 |
|
|
2022
Q4 | $19.8K | Hold |
200
| – | – | ﹤0.01% | 284 |
|
|
2022
Q3 | $17K | Sell |
200
-550
| -73% | -$46.8K | ﹤0.01% | 277 |
|
|
2022
Q2 | $57K | Sell |
750
-661
| -47% | -$50.2K | 0.01% | 200 |
|
|
2022
Q1 | $128K | Sell |
1,411
-100
| -7% | -$9.07K | 0.01% | 158 |
|
|
2021
Q4 | $177K | Buy |
1,511
+45
| +3% | +$5.27K | 0.01% | 153 |
|
|
2021
Q3 | $162K | Hold |
1,466
| – | – | 0.01% | 154 |
|
|
2021
Q2 | $164K | Buy |
1,466
+550
| +60% | +$61.5K | 0.01% | 158 |
|
|
2021
Q1 | $100K | Buy |
916
+216
| +31% | +$23.6K | 0.01% | 180 |
|
|
2020
Q4 | $75K | Buy |
700
+500
| +250% | +$53.6K | 0.01% | 185 |
|
|
2020
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 240 |
|
|
2020
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 243 |
|
|
2020
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 245 |
|
|
2019
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 227 |
|
|
2019
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 234 |
|
|
2019
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 231 |
|
|
2019
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 237 |
|
|
2018
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 238 |
|
|
2018
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 255 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 259 |
|
|
2018
Q1 | $12K | Sell |
200
-1,250
| -86% | -$75K | ﹤0.01% | 247 |
|
|
2017
Q4 | $83K | Hold |
1,450
| – | – | 0.01% | 166 |
|
|
2017
Q3 | $78K | Sell |
1,450
-78
| -5% | -$4.2K | 0.01% | 162 |
|
|
2017
Q2 | $89K | Sell |
1,528
-332
| -18% | -$19.3K | 0.01% | 159 |
|
|
2017
Q1 | $109K | Sell |
1,860
-150
| -7% | -$8.79K | 0.02% | 143 |
|
|
2016
Q4 | $112K | Hold |
2,010
| – | – | 0.02% | 133 |
|
|
2016
Q3 | $109K | Hold |
2,010
| – | – | 0.02% | 142 |
|
|
2016
Q2 | $115K | Hold |
2,010
| – | – | 0.02% | 139 |
|
|
2016
Q1 | $120K | Hold |
2,010
| – | – | 0.02% | 135 |
|
|
2015
Q4 | $121K | Hold |
2,010
| – | – | 0.02% | 149 |
|
|
2015
Q3 | $114K | Hold |
2,010
| – | – | 0.02% | 146 |
|
|
2015
Q2 | $108K | Buy |
2,010
+610
| +44% | +$32.8K | 0.02% | 154 |
|
|
2015
Q1 | $66K | Sell |
1,400
-570
| -29% | -$26.9K | 0.01% | 176 |
|
|
2014
Q4 | $81K | Hold |
1,970
| – | – | 0.02% | 176 |
|
|
2014
Q3 | $74K | Buy |
1,970
+1,570
| +393% | +$59K | 0.01% | 180 |
|
|
2014
Q2 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 249 |
|