Center for Financial Planning’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
131
| – | – | ﹤0.01% | 450 |
|
|
2025
Q1 | $12.9K | Hold |
131
| – | – | ﹤0.01% | 446 |
|
|
2024
Q4 | $12K | Hold |
131
| – | – | ﹤0.01% | 402 |
|
|
2024
Q3 | $12.8K | Hold |
131
| – | – | ﹤0.01% | 378 |
|
|
2024
Q2 | $10.2K | Hold |
131
| – | – | ﹤0.01% | 395 |
|
|
2024
Q1 | $12K | Hold |
131
| – | – | ﹤0.01% | 386 |
|
|
2023
Q4 | $12.6K | Buy |
131
+23
| +21% | +$2.21K | ﹤0.01% | 343 |
|
|
2023
Q3 | $9.86K | Hold |
108
| – | – | ﹤0.01% | 359 |
|
|
2023
Q2 | $10.7K | Hold |
108
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $11.3K | Hold |
108
| – | – | ﹤0.01% | 348 |
|
|
2022
Q4 | $10.7K | Hold |
108
| – | – | ﹤0.01% | 351 |
|
|
2022
Q3 | $9K | Hold |
108
| – | – | ﹤0.01% | 370 |
|
|
2022
Q2 | $8K | Hold |
108
| – | – | ﹤0.01% | 383 |
|
|
2022
Q1 | $10K | Hold |
108
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $13K | Hold |
108
| – | – | ﹤0.01% | 354 |
|
|
2021
Q3 | $12K | Hold |
108
| – | – | ﹤0.01% | 346 |
|
|
2021
Q2 | $12K | Hold |
108
| – | – | ﹤0.01% | 346 |
|
|
2021
Q1 | $12K | Hold |
108
| – | – | ﹤0.01% | 365 |
|
|
2020
Q4 | $12K | Sell |
108
-105
| -49% | -$11.7K | ﹤0.01% | 330 |
|
|
2020
Q3 | $18K | Buy |
213
+105
| +97% | +$8.87K | 0.01% | 271 |
|
|
2020
Q2 | $8K | Sell |
108
-45
| -29% | -$3.33K | ﹤0.01% | 331 |
|
|
2020
Q1 | $10K | Buy |
153
+45
| +42% | +$2.94K | ﹤0.01% | 329 |
|
|
2019
Q4 | $10K | Buy |
+108
| New | +$10K | ﹤0.01% | 311 |
|