Cassaday & Co 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 | $598K | Buy |
6,529
+682
| +12% | +$62.5K | 0.02% | 189 |
|
|
2025
Q1 | $573K | Sell |
5,847
-52
| -0.9% | -$5.1K | 0.02% | 181 |
|
|
2024
Q4 | $538K | Sell |
5,899
-15
| -0.3% | -$1.37K | 0.01% | 185 |
|
|
2024
Q3 | $577K | Sell |
5,914
-113
| -2% | -$11K | 0.02% | 172 |
|
|
2024
Q2 | $469K | Buy |
6,027
+230
| +4% | +$17.9K | 0.01% | 179 |
|
|
2024
Q1 | $530K | Buy |
5,797
+339
| +6% | +$31K | 0.02% | 163 |
|
|
2023
Q4 | $524K | Sell |
5,458
-64
| -1% | -$6.15K | 0.02% | 160 |
|
|
2023
Q3 | $504K | Sell |
5,522
-240
| -4% | -$21.9K | 0.02% | 146 |
|
|
2023
Q2 | $571K | Sell |
5,762
-57
| -1% | -$5.65K | 0.02% | 140 |
|
|
2023
Q1 | $606K | Sell |
5,819
-456
| -7% | -$47.5K | 0.03% | 138 |
|
|
2022
Q4 | $622K | Buy |
+6,275
| New | +$622K | 0.03% | 132 |
|