Brandywine Oak 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 | $440K | Sell |
4,802
-3
| -0.1% | -$275 | 0.04% | 156 |
|
|
2025
Q1 | $471K | Hold |
4,805
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $438K | Buy |
4,805
+3
| +0.1% | +$274 | 0.04% | 158 |
|
|
2024
Q3 | $468K | Buy |
4,802
+102
| +2% | +$9.94K | 0.05% | 155 |
|
|
2024
Q2 | $366K | Sell |
4,700
-206
| -4% | -$16K | 0.04% | 174 |
|
|
2024
Q1 | $448K | Sell |
4,906
-642
| -12% | -$58.7K | 0.05% | 157 |
|
|
2023
Q4 | $533K | Hold |
5,548
| – | – | 0.06% | 142 |
|
|
2023
Q3 | $506K | Sell |
5,548
-443
| -7% | -$40.4K | 0.06% | 143 |
|
|
2023
Q2 | $593K | Buy |
5,991
+2
| +0% | +$198 | 0.07% | 138 |
|
|
2023
Q1 | $624K | Sell |
5,989
-42
| -0.7% | -$4.37K | 0.07% | 135 |
|
|
2022
Q4 | $598K | Sell |
6,031
-653
| -10% | -$64.8K | 0.07% | 138 |
|
|
2022
Q3 | $563K | Sell |
6,684
-70
| -1% | -$5.9K | 0.08% | 141 |
|
|
2022
Q2 | $515K | Sell |
6,754
-878
| -12% | -$66.9K | 0.07% | 167 |
|
|
2022
Q1 | $693K | Sell |
7,632
-1,406
| -16% | -$128K | 0.08% | 158 |
|
|
2021
Q4 | $1.06M | Buy |
9,038
+179
| +2% | +$20.9K | 0.12% | 130 |
|
|
2021
Q3 | $977K | Sell |
8,859
-311
| -3% | -$34.3K | 0.11% | 125 |
|
|
2021
Q2 | $1.03M | Buy |
9,170
+3,214
| +54% | +$359K | 0.12% | 124 |
|
|
2021
Q1 | $650K | Sell |
5,956
-124
| -2% | -$13.5K | 0.1% | 130 |
|
|
2020
Q4 | $650K | Buy |
6,080
+450
| +8% | +$48.1K | 0.1% | 123 |
|
|
2020
Q3 | $483K | Buy |
5,630
+336
| +6% | +$28.8K | 0.08% | 143 |
|
|
2020
Q2 | $389K | Buy |
5,294
+750
| +17% | +$55.1K | 0.07% | 159 |
|
|
2020
Q1 | $298K | Buy |
4,544
+393
| +9% | +$25.8K | 0.06% | 158 |
|
|
2019
Q4 | $364K | Buy |
4,151
+26
| +0.6% | +$2.28K | 0.07% | 155 |
|
|
2019
Q3 | $364K | Hold |
4,125
| – | – | 0.07% | 141 |
|
|
2019
Q2 | $345K | Hold |
4,125
| – | – | 0.07% | 142 |
|
|
2019
Q1 | $306K | Buy |
4,125
+225
| +6% | +$16.7K | 0.06% | 153 |
|
|
2018
Q4 | $251K | Buy |
+3,900
| New | +$251K | 0.06% | 171 |
|