Bradley & Co 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 | $720K | Hold |
7,859
| – | – | 0.44% | 22 |
|
|
2025
Q1 | $771K | Sell |
7,859
-402
| -5% | -$39.4K | 0.53% | 21 |
|
|
2024
Q4 | $754K | Buy |
+8,261
| New | +$754K | 0.47% | 20 |
|
|
2024
Q2 | $703K | Sell |
9,035
-1,337
| -13% | -$104K | 0.52% | 22 |
|
|
2024
Q1 | $948K | Sell |
10,372
-4,758
| -31% | -$435K | 0.77% | 19 |
|
|
2023
Q4 | $1.45M | Sell |
15,130
-1,241
| -8% | -$119K | 1.34% | 15 |
|
|
2023
Q3 | $1.49M | Sell |
16,371
-395
| -2% | -$36.1K | 1.56% | 15 |
|
|
2023
Q2 | $1.66M | Hold |
16,766
| – | – | 1.64% | 15 |
|
|
2023
Q1 | $1.75M | Sell |
16,766
-52,698
| -76% | -$5.49M | 1.91% | 14 |
|
|
2022
Q4 | $6.89M | Buy |
69,464
+1,184
| +2% | +$117K | 8.39% | 3 |
|
|
2022
Q3 | $5.75M | Sell |
68,280
-392
| -0.6% | -$33K | 6.86% | 5 |
|
|
2022
Q2 | $5.25M | Buy |
68,672
+1,521
| +2% | +$116K | 5.78% | 6 |
|
|
2022
Q1 | $6.11M | Buy |
67,151
+10,707
| +19% | +$974K | 5.25% | 8 |
|
|
2021
Q4 | $6.6M | Buy |
56,444
+2,805
| +5% | +$328K | 5.29% | 6 |
|
|
2021
Q3 | $5.92M | Sell |
53,639
-53
| -0.1% | -$5.85K | 5.1% | 9 |
|
|
2021
Q2 | $6M | Buy |
53,692
+595
| +1% | +$66.5K | 5.24% | 6 |
|
|
2021
Q1 | $5.8M | Buy |
+53,097
| New | +$5.8M | 5.35% | 7 |
|