Blue Bell Private Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.26K | Sell |
25
-15
| -38% | -$1.36K | ﹤0.01% | 625 |
|
2025
Q1 | $3.89K | Buy |
40
+15
| +60% | +$1.46K | ﹤0.01% | 590 |
|
2024
Q4 | $2.25K | Sell |
25
-517
| -95% | -$46.5K | ﹤0.01% | 583 |
|
2024
Q3 | $52.8K | Sell |
542
-100
| -16% | -$9.74K | 0.01% | 350 |
|
2024
Q2 | $50K | Buy |
642
+41
| +7% | +$3.19K | 0.01% | 355 |
|
2024
Q1 | $54.9K | Buy |
601
+3
| +0.5% | +$274 | 0.01% | 341 |
|
2023
Q4 | $57.4K | Buy |
598
+118
| +25% | +$11.3K | 0.01% | 303 |
|
2023
Q3 | $43.8K | Buy |
480
+23
| +5% | +$2.1K | 0.01% | 276 |
|
2023
Q2 | $45.2K | Buy |
457
+150
| +49% | +$14.8K | 0.01% | 266 |
|
2023
Q1 | $31.9K | Hold |
307
| – | – | 0.01% | 269 |
|
2022
Q4 | $30.4K | Hold |
307
| – | – | 0.01% | 264 |
|
2022
Q3 | $26K | Hold |
307
| – | – | 0.01% | 268 |
|
2022
Q2 | $23K | Sell |
307
-269
| -47% | -$20.2K | 0.01% | 293 |
|
2022
Q1 | $52K | Buy |
576
+282
| +96% | +$25.5K | 0.01% | 220 |
|
2021
Q4 | $34K | Buy |
+294
| New | +$34K | 0.01% | 240 |
|
2014
Q2 | – | Sell |
-600
| Closed | -$22K | – | 423 |
|
2014
Q1 | $22K | Hold |
600
| – | – | 0.01% | 290 |
|
2013
Q4 | $24K | Buy |
+600
| New | +$24K | 0.02% | 291 |
|