Core 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 | $540K | Buy |
5,898
+14
| +0.2% | +$1.28K | 0.27% | 78 |
|
|
2025
Q1 | $577K | Buy |
5,884
+10
| +0.2% | +$981 | 0.34% | 73 |
|
|
2024
Q4 | $536K | Buy |
5,874
+11
| +0.2% | +$1K | 0.31% | 70 |
|
|
2024
Q3 | $572K | Buy |
5,863
+1,422
| +32% | +$139K | 0.35% | 66 |
|
|
2024
Q2 | $346K | Buy |
4,441
+445
| +11% | +$34.7K | 0.24% | 87 |
|
|
2024
Q1 | $365K | Buy |
3,996
+184
| +5% | +$16.8K | 0.28% | 76 |
|
|
2023
Q4 | $366K | Buy |
3,812
+10
| +0.3% | +$960 | 0.3% | 67 |
|
|
2023
Q3 | $347K | Hold |
3,802
| – | – | 0.32% | 64 |
|
|
2023
Q2 | $377K | Hold |
3,802
| – | – | 0.35% | 64 |
|
|
2023
Q1 | $396K | Buy |
+3,802
| New | +$396K | 0.4% | 58 |
|