Concord Wealth Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2K | Sell |
799
-103
| -11% | -$9.44K | 0.01% | 297 |
|
|
2025
Q1 | $88.5K | Sell |
902
-428
| -32% | -$42K | 0.01% | 258 |
|
|
2024
Q4 | $121K | Sell |
1,330
-485
| -27% | -$44.3K | 0.02% | 237 |
|
|
2024
Q3 | $177K | Buy |
1,815
+197
| +12% | +$19.2K | 0.03% | 211 |
|
|
2024
Q2 | $126K | Sell |
1,618
-606
| -27% | -$47.2K | 0.02% | 228 |
|
|
2024
Q1 | $203K | Sell |
2,224
-208
| -9% | -$19K | 0.04% | 209 |
|
|
2023
Q4 | $234K | Sell |
2,432
-5,756
| -70% | -$553K | 0.05% | 182 |
|
|
2023
Q3 | $747K | Buy |
8,188
+5,980
| +271% | +$546K | 0.16% | 92 |
|
|
2023
Q2 | $219K | Buy |
2,208
+578
| +35% | +$57.3K | 0.05% | 188 |
|
|
2023
Q1 | $170K | Sell |
1,630
-1,123
| -41% | -$117K | 0.05% | 186 |
|
|
2022
Q4 | $273K | Sell |
2,753
-113
| -4% | -$11.2K | 0.08% | 132 |
|
|
2022
Q3 | $242K | Buy |
2,866
+156
| +6% | +$13.2K | 0.08% | 137 |
|
|
2022
Q2 | $207K | Buy |
2,710
+445
| +20% | +$34K | 0.06% | 159 |
|
|
2022
Q1 | $206K | Buy |
2,265
+20
| +0.9% | +$1.82K | 0.05% | 176 |
|
|
2021
Q4 | $263K | Buy |
2,245
+1,548
| +222% | +$181K | 0.06% | 151 |
|
|
2021
Q3 | $77K | Sell |
697
-1,062
| -60% | -$117K | 0.03% | 162 |
|
|
2021
Q2 | $197K | Buy |
1,759
+67
| +4% | +$7.5K | 0.06% | 135 |
|
|
2021
Q1 | $185K | Buy |
1,692
+666
| +65% | +$72.8K | 0.06% | 138 |
|
|
2020
Q4 | $110K | Buy |
+1,026
| New | +$110K | 0.08% | 127 |
|