Connecticut 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 | $460K | Sell |
5,021
-257
| -5% | -$23.5K | 0.02% | 220 |
|
|
2025
Q1 | $518K | Buy |
5,278
+3
| +0.1% | +$294 | 0.03% | 207 |
|
|
2024
Q4 | $481K | Buy |
5,275
+165
| +3% | +$15.1K | 0.02% | 189 |
|
|
2024
Q3 | $498K | Buy |
5,110
+239
| +5% | +$23.3K | 0.02% | 218 |
|
|
2024
Q2 | $379K | Buy |
4,871
+909
| +23% | +$70.8K | 0.02% | 239 |
|
|
2024
Q1 | $362K | Sell |
3,962
-86
| -2% | -$7.86K | 0.02% | 250 |
|
|
2023
Q4 | $389K | Buy |
4,048
+20
| +0.5% | +$1.92K | 0.02% | 237 |
|
|
2023
Q3 | $368K | Buy |
4,028
+394
| +11% | +$36K | 0.03% | 199 |
|
|
2023
Q2 | $360K | Buy |
3,634
+34
| +0.9% | +$3.37K | 0.03% | 182 |
|
|
2023
Q1 | $375K | Buy |
+3,600
| New | +$375K | 0.03% | 165 |
|
|
2021
Q2 | – | Sell |
-2,874
| Closed | -$314K | – | 220 |
|
|
2021
Q1 | $314K | Buy |
2,874
+8
| +0.3% | +$874 | 0.03% | 127 |
|
|
2020
Q4 | $307K | Buy |
2,866
+223
| +8% | +$23.9K | 0.03% | 151 |
|
|
2020
Q3 | $227K | Buy |
+2,643
| New | +$227K | 0.03% | 181 |
|