Buckingham Strategic Wealth’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$2.12M Buy
27,178
+1,376
+5% +$107K 0.02% 231
2024
Q1
$2.36M Sell
25,802
-7,192
-22% -$657K 0.02% 219
2023
Q4
$3.17M Sell
32,994
-5,754
-15% -$552K 0.04% 182
2023
Q3
$3.54M Sell
38,748
-35
-0.1% -$3.19K 0.05% 160
2023
Q2
$3.84M Buy
38,783
+11,272
+41% +$1.12M 0.05% 151
2023
Q1
$2.73M Hold
27,511
0.05% 156
2022
Q4
$2.73M Sell
27,511
-808
-3% -$80.2K 0.05% 156
2022
Q3
$2.39M Buy
28,319
+69
+0.2% +$5.81K 0.05% 157
2022
Q2
$2.16M Buy
28,250
+50
+0.2% +$3.82K 0.04% 167
2022
Q1
$2.57M Sell
28,200
-2,562
-8% -$233K 0.05% 151
2021
Q4
$3.6M Sell
30,762
-1,076
-3% -$126K 0.07% 127
2021
Q3
$3.51M Buy
31,838
+204
+0.6% +$22.5K 0.07% 130
2021
Q2
$3.54M Sell
31,634
-61
-0.2% -$6.82K 0.09% 122
2021
Q1
$3.46M Sell
31,695
-31,713
-50% -$3.46M 0.17% 111
2020
Q4
$6.78M Buy
63,408
+44,196
+230% +$4.73M 0.36% 65
2020
Q3
$1.65M Sell
19,212
-1,066
-5% -$91.6K 0.13% 129
2020
Q2
$1.49M Sell
20,278
-31,363
-61% -$2.31M 0.14% 116
2020
Q1
$3.4M Buy
51,641
+32,335
+167% +$2.13M 0.33% 64
2019
Q4
$1.7M Buy
19,306
+2,283
+13% +$201K 0.16% 104
2019
Q3
$1.51M Buy
17,023
+958
+6% +$84.7K 0.16% 105
2019
Q2
$1.35M Buy
16,065
+78
+0.5% +$6.54K 0.15% 117
2019
Q1
$1.19M Buy
15,987
+1
+0% +$74 0.15% 122
2018
Q4
$1.03M Sell
15,986
-192
-1% -$12.4K 0.16% 111
2018
Q3
$920K Sell
16,178
-3,175
-16% -$181K 0.14% 127
2018
Q2
$945K Buy
19,353
+315
+2% +$15.4K 0.15% 126
2018
Q1
$1.1M Buy
19,038
+71
+0.4% +$4.11K 0.21% 103
2017
Q4
$1.09M Buy
18,967
+10,193
+116% +$585K 0.23% 92
2017
Q3
$471K Sell
8,774
-3,050
-26% -$164K 0.11% 164
2017
Q2
$689K Buy
11,824
+2,550
+27% +$149K 0.16% 123
2017
Q1
$541K Buy
9,274
+1,759
+23% +$103K 0.16% 128
2016
Q4
$417K Sell
7,515
-188
-2% -$10.4K 0.13% 134
2016
Q3
$417K Sell
7,703
-278
-3% -$15K 0.14% 122
2016
Q2
$456K Sell
7,981
-293
-4% -$16.7K 0.16% 117
2016
Q1
$494K Buy
8,274
+1,420
+21% +$84.8K 0.16% 108
2015
Q4
$411K Sell
6,854
-282
-4% -$16.9K 0.14% 112
2015
Q3
$406K Buy
7,136
+17
+0.2% +$967 0.14% 112
2015
Q2
$382K Buy
7,119
+2,201
+45% +$118K 0.13% 129
2015
Q1
$233K Buy
+4,918
New +$233K 0.09% 183