CarsonAllaria 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 | $102K | Buy |
1,110
+12
| +1% | +$1.1K | 0.05% | 103 |
|
|
2025
Q1 | $108K | Buy |
1,098
+12
| +1% | +$1.18K | 0.06% | 99 |
|
|
2024
Q4 | $99.1K | Sell |
1,086
-130
| -11% | -$11.9K | 0.06% | 102 |
|
|
2024
Q3 | $119K | Buy |
1,216
+27
| +2% | +$2.63K | 0.07% | 96 |
|
|
2024
Q2 | $92.6K | Buy |
1,189
+549
| +86% | +$42.8K | 0.06% | 100 |
|
|
2024
Q1 | $58.6K | Sell |
640
-148
| -19% | -$13.5K | 0.04% | 125 |
|
|
2023
Q4 | $75.7K | Sell |
788
-103
| -12% | -$9.89K | 0.05% | 103 |
|
|
2023
Q3 | $81.4K | Buy |
891
+39
| +5% | +$3.56K | 0.07% | 97 |
|
|
2023
Q2 | $84.5K | Buy |
852
+83
| +11% | +$8.23K | 0.07% | 91 |
|
|
2023
Q1 | $80.1K | Buy |
769
+3
| +0.4% | +$313 | 0.07% | 90 |
|
|
2022
Q4 | $76K | Buy |
766
+27
| +4% | +$2.68K | 0.07% | 92 |
|
|
2022
Q3 | $62K | Buy |
739
+4
| +0.5% | +$336 | 0.06% | 101 |
|
|
2022
Q2 | $56K | Buy |
735
+574
| +357% | +$43.7K | 0.05% | 104 |
|
|
2022
Q1 | $15K | Buy |
161
+1
| +0.6% | +$93 | 0.01% | 173 |
|
|
2021
Q4 | $19K | Buy |
+160
| New | +$19K | 0.02% | 175 |
|