Balboa Wealth Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
3,236
+255
| +9% | +$23.4K | 0.06% | 249 |
|
|
2025
Q1 | $292K | Sell |
2,981
-406
| -12% | -$39.8K | 0.07% | 203 |
|
|
2024
Q4 | $309K | Sell |
3,387
-463
| -12% | -$42.2K | 0.07% | 204 |
|
|
2024
Q3 | $375K | Sell |
3,850
-232
| -6% | -$22.6K | 0.09% | 167 |
|
|
2024
Q2 | $318K | Buy |
4,082
+1,376
| +51% | +$107K | 0.08% | 182 |
|
|
2024
Q1 | $247K | Sell |
2,706
-138
| -5% | -$12.6K | 0.07% | 193 |
|
|
2023
Q4 | $273K | Buy |
2,844
+523
| +23% | +$50.2K | 0.09% | 174 |
|
|
2023
Q3 | $212K | Sell |
2,321
-75
| -3% | -$6.85K | 0.08% | 200 |
|
|
2023
Q2 | $237K | Sell |
2,396
-316
| -12% | -$31.3K | 0.08% | 201 |
|
|
2023
Q1 | $282K | Sell |
2,712
-588
| -18% | -$61.2K | 0.11% | 167 |
|
|
2022
Q4 | $327K | Sell |
3,300
-229
| -6% | -$22.7K | 0.15% | 144 |
|
|
2022
Q3 | $297K | Buy |
+3,529
| New | +$297K | 0.13% | 139 |
|