Avion Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Sell |
1,033
-753
| -42% | -$68.5K | 0.02% | 152 |
|
|
2025
Q1 | $162K | Hold |
1,786
| – | – | 0.04% | 97 |
|
|
2024
Q4 | $162K | Buy |
1,786
+220
| +14% | +$20K | 0.04% | 97 |
|
|
2024
Q3 | $152K | Sell |
1,566
-70
| -4% | -$6.79K | 0.04% | 91 |
|
|
2024
Q2 | $127K | Buy |
1,636
+905
| +124% | +$70.3K | 0.04% | 97 |
|
|
2024
Q1 | $67K | Sell |
731
-70
| -9% | -$6.42K | 0.02% | 142 |
|
|
2023
Q4 | $77K | Sell |
801
-1
| -0.1% | -$96 | 0.02% | 129 |
|
|
2023
Q3 | $72K | Buy |
802
+82
| +11% | +$7.36K | 0.02% | 126 |
|
|
2023
Q2 | $71K | Sell |
720
-104
| -13% | -$10.3K | 0.02% | 134 |
|
|
2023
Q1 | $81K | Buy |
824
+21
| +3% | +$2.06K | 0.02% | 115 |
|
|
2022
Q4 | $67K | Hold |
803
| – | – | 0.02% | 125 |
|
|
2022
Q3 | $68K | Buy |
803
+21
| +3% | +$1.78K | 0.02% | 125 |
|
|
2022
Q2 | $60K | Hold |
782
| – | – | 0.02% | 126 |
|
|
2022
Q1 | $71K | Buy |
782
+100
| +15% | +$9.08K | 0.02% | 106 |
|
|
2021
Q4 | $80K | Hold |
682
| – | – | 0.02% | 99 |
|
|
2021
Q3 | $75K | Buy |
682
+1
| +0.1% | +$110 | 0.02% | 99 |
|
|
2021
Q2 | $76K | Sell |
681
-43
| -6% | -$4.8K | 0.02% | 99 |
|
|
2021
Q1 | $79K | Hold |
724
| – | – | 0.03% | 89 |
|
|
2020
Q4 | $77K | Sell |
724
-20
| -3% | -$2.13K | 0.02% | 93 |
|
|
2020
Q3 | $64K | Buy |
744
+54
| +8% | +$4.65K | 0.02% | 81 |
|
|
2020
Q2 | $51K | Hold |
690
| – | – | 0.02% | 89 |
|
|
2020
Q1 | $45K | Buy |
+690
| New | +$45K | 0.02% | 90 |
|