Beverly Hills Private 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 | $2.32M | Sell |
25,272
-1,287
| -5% | -$118K | 0.43% | 62 |
|
|
2025
Q1 | $2.61M | Sell |
26,559
-16
| -0.1% | -$1.57K | 0.52% | 51 |
|
|
2024
Q4 | $2.43M | Sell |
26,575
-2,453
| -8% | -$224K | 0.49% | 54 |
|
|
2024
Q3 | $2.83M | Sell |
29,028
-6,115
| -17% | -$596K | 0.57% | 40 |
|
|
2024
Q2 | $2.74M | Sell |
35,143
-1,319
| -4% | -$103K | 0.59% | 39 |
|
|
2024
Q1 | $3.33M | Buy |
36,462
+8,038
| +28% | +$735K | 0.77% | 28 |
|
|
2023
Q4 | $2.73M | Sell |
28,424
-1,673
| -6% | -$161K | 0.71% | 30 |
|
|
2023
Q3 | $2.75M | Sell |
30,097
-28,465
| -49% | -$2.6M | 0.82% | 29 |
|
|
2023
Q2 | $5.9M | Buy |
58,562
+28,155
| +93% | +$2.83M | 0.97% | 23 |
|
|
2023
Q1 | $3.17M | Buy |
30,407
+4,226
| +16% | +$440K | 0.98% | 23 |
|
|
2022
Q4 | $2.6M | Buy |
+26,181
| New | +$2.6M | 1.13% | 21 |
|