Capital Advisors 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 | $768K | Buy |
8,383
+1,571
| +23% | +$144K | 0.12% | 89 |
|
|
2025
Q1 | $668K | Buy |
6,812
+3,229
| +90% | +$317K | 0.12% | 87 |
|
|
2024
Q4 | $327K | Buy |
3,583
+768
| +27% | +$70.1K | 0.06% | 129 |
|
|
2024
Q3 | $274K | Buy |
2,815
+91
| +3% | +$8.87K | 0.05% | 135 |
|
|
2024
Q2 | $212K | Sell |
2,724
-45
| -2% | -$3.5K | 0.04% | 149 |
|
|
2024
Q1 | $253K | Sell |
2,769
-87
| -3% | -$7.95K | 0.05% | 126 |
|
|
2023
Q4 | $274K | Buy |
2,856
+643
| +29% | +$61.7K | 0.06% | 115 |
|
|
2023
Q3 | $202K | Sell |
2,213
-381
| -15% | -$34.8K | 0.05% | 127 |
|
|
2023
Q2 | $257K | Buy |
2,594
+470
| +22% | +$46.6K | 0.07% | 107 |
|
|
2023
Q1 | $221K | Buy |
2,124
+32
| +2% | +$3.33K | 0.06% | 120 |
|
|
2022
Q4 | $207K | Buy |
+2,092
| New | +$207K | 0.06% | 119 |
|
|
2022
Q3 | – | Sell |
-3,102
| Closed | -$237K | – | 122 |
|
|
2022
Q2 | $237K | Sell |
3,102
-144
| -4% | -$11K | 0.08% | 100 |
|
|
2022
Q1 | $295K | Buy |
3,246
+13
| +0.4% | +$1.18K | 0.09% | 93 |
|
|
2021
Q4 | $378K | Buy |
3,233
+491
| +18% | +$57.4K | 0.11% | 82 |
|
|
2021
Q3 | $302K | Buy |
2,742
+140
| +5% | +$15.4K | 0.11% | 82 |
|
|
2021
Q2 | $291K | Buy |
2,602
+84
| +3% | +$9.39K | 0.11% | 75 |
|
|
2021
Q1 | $275K | Buy |
+2,518
| New | +$275K | 0.12% | 76 |
|