Carolinas Wealth Consulting’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-205
| Closed | -$20.1K | – | 763 |
|
|
2025
Q1 | $20.1K | Sell |
205
-31
| -13% | -$3.04K | ﹤0.01% | 455 |
|
|
2024
Q4 | $21.5K | Sell |
236
-652
| -73% | -$59.3K | ﹤0.01% | 463 |
|
|
2024
Q3 | $86.5K | Sell |
888
-1,235
| -58% | -$120K | 0.02% | 287 |
|
|
2024
Q2 | $165K | Sell |
2,123
-122
| -5% | -$9.49K | 0.03% | 195 |
|
|
2024
Q1 | $205K | Sell |
2,245
-617
| -22% | -$56.4K | 0.04% | 170 |
|
|
2023
Q4 | $275K | Buy |
2,862
+133
| +5% | +$12.8K | 0.06% | 130 |
|
|
2023
Q3 | $252K | Buy |
2,729
+9
| +0.3% | +$831 | 0.06% | 128 |
|
|
2023
Q2 | $269K | Sell |
2,720
-592
| -18% | -$58.6K | 0.05% | 151 |
|
|
2023
Q1 | $345K | Sell |
3,312
-432
| -12% | -$45K | 0.07% | 127 |
|
|
2022
Q4 | $371K | Buy |
3,744
+1,531
| +69% | +$152K | 0.08% | 118 |
|
|
2022
Q3 | $186K | Sell |
2,213
-676
| -23% | -$56.8K | 0.05% | 162 |
|
|
2022
Q2 | $221K | Buy |
2,889
+735
| +34% | +$56.2K | 0.05% | 147 |
|
|
2022
Q1 | $196K | Hold |
2,154
| – | – | 0.04% | 171 |
|
|
2021
Q4 | $252K | Buy |
2,154
+259
| +14% | +$30.3K | 0.05% | 151 |
|
|
2021
Q3 | $209K | Sell |
1,895
-965
| -34% | -$106K | 0.05% | 155 |
|
|
2021
Q2 | $320K | Buy |
2,860
+66
| +2% | +$7.39K | 0.07% | 122 |
|
|
2021
Q1 | $305K | Buy |
2,794
+616
| +28% | +$67.2K | 0.07% | 122 |
|
|
2020
Q4 | $233K | Buy |
2,178
+163
| +8% | +$17.4K | 0.06% | 135 |
|
|
2020
Q3 | $173K | Buy |
2,015
+1,002
| +99% | +$86K | 0.06% | 143 |
|
|
2020
Q2 | $75K | Buy |
+1,013
| New | +$75K | 0.03% | 170 |
|