Elmwood 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 | $438K | Sell |
4,777
-84
| -2% | -$7.7K | 0.17% | 101 |
|
|
2025
Q1 | $477K | Sell |
4,861
-100
| -2% | -$9.81K | 0.2% | 98 |
|
|
2024
Q4 | $453K | Sell |
4,961
-125
| -2% | -$11.4K | 0.18% | 101 |
|
|
2024
Q3 | $496K | Sell |
5,086
-3,663
| -42% | -$357K | 0.2% | 96 |
|
|
2024
Q2 | $681K | Sell |
8,749
-450
| -5% | -$35K | 0.3% | 87 |
|
|
2024
Q1 | $841K | Buy |
9,199
+3,751
| +69% | +$343K | 0.36% | 85 |
|
|
2023
Q4 | $523K | Sell |
5,448
-4,150
| -43% | -$398K | 0.37% | 68 |
|
|
2023
Q3 | $876K | Buy |
9,598
+13
| +0.1% | +$1.19K | 0.42% | 76 |
|
|
2023
Q2 | $949K | Sell |
9,585
-336
| -3% | -$33.3K | 0.44% | 73 |
|
|
2023
Q1 | $1.03M | Sell |
9,921
-885
| -8% | -$92.2K | 0.49% | 70 |
|
|
2022
Q4 | $1.07M | Sell |
10,806
-25
| -0.2% | -$2.48K | 0.54% | 67 |
|
|
2022
Q3 | $913K | Sell |
10,831
-255
| -2% | -$21.5K | 0.46% | 67 |
|
|
2022
Q2 | $847K | Buy |
11,086
+10
| +0.1% | +$764 | 0.48% | 71 |
|
|
2022
Q1 | $1.01M | Buy |
11,076
+744
| +7% | +$67.7K | 0.52% | 68 |
|
|
2021
Q4 | $1.21M | Buy |
+10,332
| New | +$1.21M | 0.58% | 63 |
|
|
2021
Q2 | $1.17M | Sell |
10,497
-50
| -0.5% | -$5.59K | 0.62% | 61 |
|
|
2021
Q1 | $1.15M | Buy |
+10,547
| New | +$1.15M | 0.7% | 54 |
|
|
2020
Q3 | $837K | Hold |
11,379
| – | – | 0.68% | 52 |
|
|
2020
Q2 | $837K | Sell |
11,379
-1,925
| -14% | -$142K | 0.68% | 52 |
|
|
2020
Q1 | $770K | Buy |
13,304
+1,355
| +11% | +$78.4K | 0.74% | 49 |
|
|
2019
Q4 | $1.05M | Sell |
11,949
-136
| -1% | -$12K | 0.92% | 46 |
|
|
2019
Q3 | $1.07M | Hold |
12,085
| – | – | 1.08% | 37 |
|
|
2019
Q2 | $1.01M | Sell |
12,085
-238
| -2% | -$20K | 0.9% | 46 |
|
|
2019
Q1 | $916K | Sell |
12,323
-385
| -3% | -$28.6K | 0.85% | 48 |
|
|
2018
Q4 | $818K | Sell |
12,708
-733
| -5% | -$47.2K | 0.79% | 48 |
|
|
2018
Q3 | $764K | Buy |
13,441
+262
| +2% | +$14.9K | 0.63% | 61 |
|
|
2018
Q2 | $644K | Sell |
13,179
-125
| -0.9% | -$6.11K | 0.59% | 61 |
|
|
2018
Q1 | $770K | Buy |
+13,304
| New | +$770K | 0.74% | 49 |
|