Commonwealth Financial Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
2,398
-391
| -14% | -$35.8K | 0.04% | 191 |
|
|
2025
Q1 | $274K | Sell |
2,789
-121
| -4% | -$11.9K | 0.06% | 155 |
|
|
2024
Q4 | $266K | Buy |
2,910
+531
| +22% | +$48.5K | 0.05% | 158 |
|
|
2024
Q3 | $232K | Buy |
+2,379
| New | +$232K | 0.05% | 176 |
|
|
2024
Q2 | – | Sell |
-3,092
| Closed | -$297K | – | 205 |
|
|
2024
Q1 | $297K | Hold |
3,092
| – | – | 0.07% | 136 |
|
|
2023
Q4 | $297K | Sell |
3,092
-148
| -5% | -$14.2K | 0.07% | 136 |
|
|
2023
Q3 | $296K | Buy |
+3,240
| New | +$296K | 0.09% | 134 |
|
|
2017
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 249 |
|
|
2016
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 229 |
|