Carolina Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1K | Hold |
230
| – | – | 0.01% | 118 |
|
|
2025
Q1 | $22.6K | Hold |
230
| – | – | 0.01% | 112 |
|
|
2024
Q4 | $21K | Sell |
230
-73
| -24% | -$6.66K | 0.01% | 123 |
|
|
2024
Q3 | $29.5K | Buy |
303
+48
| +19% | +$4.68K | 0.02% | 136 |
|
|
2024
Q2 | $19.9K | Hold |
255
| – | – | 0.01% | 120 |
|
|
2024
Q1 | $23.3K | Hold |
255
| – | – | 0.01% | 124 |
|
|
2023
Q4 | $24.5K | Hold |
255
| – | – | 0.01% | 133 |
|
|
2023
Q3 | $23.3K | Hold |
255
| – | – | 0.01% | 141 |
|
|
2023
Q2 | $25.3K | Hold |
255
| – | – | 0.02% | 122 |
|
|
2023
Q1 | $26.6K | Hold |
255
| – | – | 0.02% | 123 |
|
|
2022
Q4 | $25K | Hold |
255
| – | – | 0.02% | 121 |
|
|
2022
Q3 | $21K | Hold |
255
| – | – | 0.02% | 123 |
|
|
2022
Q2 | $19K | Hold |
255
| – | – | 0.01% | 146 |
|
|
2022
Q1 | $23K | Hold |
255
| – | – | 0.01% | 151 |
|
|
2021
Q4 | $30K | Hold |
255
| – | – | 0.02% | 152 |
|
|
2021
Q3 | $28K | Hold |
255
| – | – | 0.02% | 148 |
|
|
2021
Q2 | $29K | Hold |
255
| – | – | 0.02% | 150 |
|
|
2021
Q1 | $28K | Hold |
255
| – | – | 0.02% | 157 |
|
|
2020
Q4 | $27K | Hold |
255
| – | – | 0.02% | 108 |
|
|
2020
Q3 | $22K | Buy |
255
+130
| +104% | +$11.2K | 0.02% | 96 |
|
|
2020
Q2 | $9K | Buy |
125
+2
| +2% | +$144 | 0.01% | 120 |
|
|
2020
Q1 | $8K | Buy |
+123
| New | +$8K | 0.01% | 116 |
|