Beaumont Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
4,375
-88
| -2% | -$8.06K | 0.03% | 255 |
|
|
2025
Q1 | $438K | Sell |
4,463
-209
| -4% | -$20.5K | 0.03% | 237 |
|
|
2024
Q4 | $426K | Buy |
4,672
+417
| +10% | +$38.1K | 0.03% | 239 |
|
|
2024
Q3 | $415K | Buy |
4,255
+180
| +4% | +$17.6K | 0.03% | 232 |
|
|
2024
Q2 | $317K | Sell |
4,075
-525
| -11% | -$40.9K | 0.03% | 266 |
|
|
2024
Q1 | $420K | Buy |
4,600
+19
| +0.4% | +$1.74K | 0.03% | 227 |
|
|
2023
Q4 | $440K | Buy |
4,581
+226
| +5% | +$21.7K | 0.04% | 212 |
|
|
2023
Q3 | $398K | Buy |
4,355
+183
| +4% | +$16.7K | 0.04% | 208 |
|
|
2023
Q2 | $413K | Buy |
4,172
+510
| +14% | +$50.5K | 0.04% | 219 |
|
|
2023
Q1 | $381K | Hold |
3,662
| – | – | 0.04% | 212 |
|
|
2022
Q4 | $363K | Sell |
3,662
-44
| -1% | -$4.37K | 0.04% | 219 |
|
|
2022
Q3 | $312K | Sell |
3,706
-371
| -9% | -$31.2K | 0.03% | 229 |
|
|
2022
Q2 | $311K | Buy |
4,077
+6
| +0.1% | +$458 | 0.03% | 232 |
|
|
2022
Q1 | $370K | Buy |
4,071
+72
| +2% | +$6.54K | 0.03% | 245 |
|
|
2021
Q4 | $468K | Buy |
3,999
+17
| +0.4% | +$1.99K | 0.03% | 221 |
|
|
2021
Q3 | $439K | Sell |
3,982
-100
| -2% | -$11K | 0.03% | 219 |
|
|
2021
Q2 | $456K | Sell |
4,082
-75
| -2% | -$8.38K | 0.03% | 223 |
|
|
2021
Q1 | $454K | Sell |
4,157
-84
| -2% | -$9.17K | 0.04% | 206 |
|
|
2020
Q4 | $454K | Sell |
4,241
-597
| -12% | -$63.9K | 0.04% | 206 |
|
|
2020
Q3 | $416K | Buy |
4,838
+155
| +3% | +$13.3K | 0.04% | 210 |
|
|
2020
Q2 | $345K | Sell |
4,683
-633
| -12% | -$46.6K | 0.04% | 217 |
|
|
2020
Q1 | $349K | Buy |
5,316
+72
| +1% | +$4.73K | 0.04% | 173 |
|
|
2019
Q4 | $461K | Buy |
5,244
+1,485
| +40% | +$131K | 0.05% | 189 |
|
|
2019
Q3 | $332K | Buy |
3,759
+91
| +2% | +$8.04K | 0.03% | 201 |
|
|
2019
Q2 | $307K | Buy |
3,668
+646
| +21% | +$54.1K | 0.03% | 193 |
|
|
2019
Q1 | $225K | Buy |
+3,022
| New | +$225K | 0.02% | 212 |
|