Everhart Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Sell |
5,075
-553
| -10% | -$50.7K | 0.05% | 229 |
|
|
2025
Q1 | $552K | Buy |
5,628
+1,208
| +27% | +$118K | 0.08% | 189 |
|
|
2024
Q4 | $403K | Buy |
4,420
+390
| +10% | +$35.6K | 0.08% | 218 |
|
|
2024
Q3 | $393K | Buy |
4,030
+1,002
| +33% | +$97.7K | 0.09% | 222 |
|
|
2024
Q2 | $236K | Sell |
3,028
-1,063
| -26% | -$82.8K | 0.06% | 264 |
|
|
2024
Q1 | $374K | Sell |
4,091
-709
| -15% | -$64.8K | 0.11% | 189 |
|
|
2023
Q4 | $461K | Buy |
4,800
+631
| +15% | +$60.6K | 0.16% | 122 |
|
|
2023
Q3 | $381K | Sell |
4,169
-148
| -3% | -$13.5K | 0.16% | 121 |
|
|
2023
Q2 | $428K | Buy |
4,317
+300
| +7% | +$29.7K | 0.18% | 113 |
|
|
2023
Q1 | $418K | Buy |
4,017
+328
| +9% | +$34.2K | 0.19% | 103 |
|
|
2022
Q4 | $366K | Sell |
3,689
-564
| -13% | -$55.9K | 0.18% | 101 |
|
|
2022
Q3 | $358K | Buy |
4,253
+898
| +27% | +$75.6K | 0.2% | 101 |
|
|
2022
Q2 | $257K | Buy |
+3,355
| New | +$257K | 0.16% | 132 |
|