Blue Chip Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,285
| Closed | -$209K | – | 170 |
|
|
2024
Q4 | $209K | Sell |
2,285
-90
| -4% | -$8.71K | 0.02% | 147 |
|
|
2024
Q3 | $232K | Sell |
2,375
-434
| -15% | -$37.2K | 0.02% | 134 |
|
|
2024
Q2 | $219K | Sell |
2,809
-75
| -3% | -$6.11K | 0.02% | 128 |
|
|
2024
Q1 | $264K | Sell |
2,884
-705
| -20% | -$65.6K | 0.03% | 116 |
|
|
2023
Q4 | $345K | Buy |
3,589
+14
| +0.4% | +$1.36K | 0.04% | 108 |
|
|
2023
Q3 | $326K | Buy |
3,575
+19
| +0.5% | +$1.86K | 0.04% | 108 |
|
|
2023
Q2 | $352K | Sell |
3,556
-96
| -3% | -$9.96K | 0.04% | 113 |
|
|
2023
Q1 | $380K | Buy |
3,652
+452
| +14% | +$47K | 0.05% | 100 |
|
|
2022
Q4 | $317K | Sell |
3,200
-35
| -1% | -$3.3K | 0.04% | 112 |
|
|
2022
Q3 | $273K | Sell |
3,235
-50
| -2% | -$4.25K | 0.04% | 107 |
|
|
2022
Q2 | $251K | Sell |
3,285
-238
| -7% | -$18.3K | 0.03% | 123 |
|
|
2022
Q1 | $321K | Sell |
3,523
-701
| -17% | -$66.2K | 0.04% | 114 |
|
|
2021
Q4 | $494K | Sell |
4,224
-475
| -10% | -$53.6K | 0.06% | 94 |
|
|
2021
Q3 | $518K | Buy |
4,699
+521
| +12% | +$61K | 0.07% | 85 |
|
|
2021
Q2 | $467K | Sell |
4,178
-810
| -16% | -$91.6K | 0.07% | 88 |
|
|
2021
Q1 | $545K | Buy |
4,988
+572
| +13% | +$60.1K | 0.08% | 81 |
|
|
2020
Q4 | $472K | Buy |
4,416
+264
| +6% | +$25.2K | 0.07% | 83 |
|
|
2020
Q3 | $357K | Buy |
4,152
+477
| +13% | +$38K | 0.06% | 80 |
|
|
2020
Q2 | $270K | Buy |
3,675
+248
| +7% | +$18.6K | 0.05% | 89 |
|
|
2020
Q1 | $225K | Buy |
3,427
+284
| +9% | +$23K | 0.06% | 88 |
|
|
2019
Q4 | $276K | Buy |
3,143
+1,991
| +173% | +$170K | 0.05% | 116 |
|
|
2019
Q3 | $102K | Buy |
+1,152
| New | +$107K | 0.02% | 139 |
|