Congress 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 | $948K | Sell |
10,345
-25,734
| -71% | -$2.36M | 0.01% | 725 |
|
|
2025
Q1 | $3.52M | Buy |
36,079
+18,849
| +109% | +$1.84M | 0.04% | 379 |
|
|
2024
Q4 | $1.57M | Buy |
17,230
+2,406
| +16% | +$220K | 0.02% | 447 |
|
|
2024
Q3 | $1.45M | Buy |
14,824
+4,799
| +48% | +$468K | 0.02% | 465 |
|
|
2024
Q2 | $781K | Sell |
10,025
-7,431
| -43% | -$579K | 0.01% | 467 |
|
|
2024
Q1 | $1.6M | Buy |
17,456
+1,495
| +9% | +$137K | 0.03% | 336 |
|
|
2023
Q4 | $1.53M | Buy |
15,961
+8,551
| +115% | +$821K | 0.03% | 345 |
|
|
2023
Q3 | $676K | Buy |
7,410
+472
| +7% | +$43.1K | 0.01% | 413 |
|
|
2023
Q2 | $687K | Sell |
6,938
-95
| -1% | -$9.41K | 0.02% | 375 |
|
|
2023
Q1 | $732K | Sell |
7,033
-8
| -0.1% | -$833 | 0.02% | 379 |
|
|
2022
Q4 | $698K | Buy |
7,041
+195
| +3% | +$19.3K | 0.02% | 374 |
|
|
2022
Q3 | $577K | Sell |
6,846
-161
| -2% | -$13.6K | 0.02% | 388 |
|
|
2022
Q2 | $535K | Sell |
7,007
-727
| -9% | -$55.5K | 0.01% | 398 |
|
|
2022
Q1 | $704K | Sell |
7,734
-779
| -9% | -$70.9K | 0.02% | 397 |
|
|
2021
Q4 | $996K | Buy |
+8,513
| New | +$996K | 0.02% | 368 |
|