Destination 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 | $448K | Sell |
4,886
-56
| -1% | -$5.13K | 0.01% | 185 |
|
2025
Q1 | $485K | Buy |
4,942
+59
| +1% | +$5.79K | 0.02% | 168 |
|
2024
Q4 | $446K | Buy |
4,883
+2,516
| +106% | +$230K | 0.01% | 169 |
|
2024
Q3 | $231K | Buy |
+2,367
| New | +$231K | 0.01% | 213 |
|
2024
Q2 | – | Sell |
-2,993
| Closed | -$274K | – | 205 |
|
2024
Q1 | $274K | Buy |
2,993
+522
| +21% | +$47.7K | 0.01% | 181 |
|
2023
Q4 | $237K | Buy |
2,471
+79
| +3% | +$7.58K | 0.01% | 184 |
|
2023
Q3 | $218K | Sell |
2,392
-275
| -10% | -$25.1K | 0.01% | 184 |
|
2023
Q2 | $264K | Sell |
2,667
-757
| -22% | -$75K | 0.01% | 176 |
|
2023
Q1 | $357K | Buy |
3,424
+33
| +1% | +$3.44K | 0.01% | 159 |
|
2022
Q4 | $336K | Sell |
3,391
-1,237
| -27% | -$123K | 0.01% | 165 |
|
2022
Q3 | $390K | Sell |
4,628
-1,255
| -21% | -$106K | 0.02% | 145 |
|
2022
Q2 | $449K | Buy |
5,883
+1,247
| +27% | +$95.2K | 0.02% | 147 |
|
2022
Q1 | $422K | Buy |
4,636
+2,233
| +93% | +$203K | 0.02% | 142 |
|
2021
Q4 | $281K | Sell |
2,403
-44
| -2% | -$5.15K | 0.01% | 176 |
|
2021
Q3 | $270K | Sell |
2,447
-525
| -18% | -$57.9K | 0.01% | 159 |
|
2021
Q2 | $332K | Sell |
2,972
-80
| -3% | -$8.94K | 0.01% | 151 |
|
2021
Q1 | $333K | Sell |
3,052
-372
| -11% | -$40.6K | 0.01% | 146 |
|
2020
Q4 | $366K | Sell |
3,424
-408
| -11% | -$43.6K | 0.02% | 135 |
|
2020
Q3 | $329K | Buy |
3,832
+910
| +31% | +$78.1K | 0.02% | 121 |
|
2020
Q2 | $215K | Sell |
2,922
-163
| -5% | -$12K | 0.01% | 138 |
|
2020
Q1 | $203K | Buy |
3,085
+393
| +15% | +$25.9K | 0.01% | 160 |
|
2019
Q4 | $237K | Buy |
+2,692
| New | +$237K | 0.01% | 147 |
|
2019
Q3 | – | Sell |
-2,823
| Closed | -$237K | – | 424 |
|
2019
Q2 | $237K | Buy |
2,823
+354
| +14% | +$29.7K | 0.01% | 136 |
|
2019
Q1 | $184K | Sell |
2,469
-237
| -9% | -$17.7K | 0.01% | 144 |
|
2018
Q4 | $174K | Buy |
2,706
+578
| +27% | +$37.2K | 0.01% | 150 |
|
2018
Q3 | $121K | Buy |
2,128
+631
| +42% | +$35.9K | 0.01% | 192 |
|
2018
Q2 | $73K | Sell |
1,497
-1,897
| -56% | -$92.5K | ﹤0.01% | 222 |
|
2018
Q1 | $196K | Sell |
3,394
-570
| -14% | -$32.9K | 0.01% | 144 |
|
2017
Q4 | $228K | Sell |
3,964
-387
| -9% | -$22.3K | 0.01% | 144 |
|
2017
Q3 | $234K | Buy |
+4,351
| New | +$234K | 0.02% | 140 |
|
2017
Q2 | – | Sell |
-4,146
| Closed | -$242K | – | 162 |
|
2017
Q1 | $242K | Sell |
4,146
-542
| -12% | -$31.6K | 0.02% | 144 |
|
2016
Q4 | $260K | Sell |
4,688
-1,581
| -25% | -$87.7K | 0.02% | 146 |
|
2016
Q3 | $339K | Sell |
6,269
-3,042
| -33% | -$164K | 0.03% | 127 |
|
2016
Q2 | $532K | Buy |
+9,311
| New | +$532K | 0.04% | 100 |
|
2015
Q3 | – | Sell |
-10,755
| Closed | -$577K | – | 204 |
|
2015
Q2 | $577K | Buy |
+10,755
| New | +$577K | 0.04% | 162 |
|