Evermay 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 | $12.2K | Hold |
133
| – | – | ﹤0.01% | 426 |
|
|
2025
Q1 | $13K | Hold |
133
| – | – | ﹤0.01% | 419 |
|
|
2024
Q4 | $12.1K | Sell |
133
-64
| -32% | -$5.84K | ﹤0.01% | 427 |
|
|
2024
Q3 | $19.2K | Sell |
197
-256
| -57% | -$25K | ﹤0.01% | 399 |
|
|
2024
Q2 | $35.3K | Sell |
453
-595
| -57% | -$46.4K | 0.01% | 369 |
|
|
2024
Q1 | $95.8K | Buy |
1,048
+491
| +88% | +$44.9K | 0.01% | 280 |
|
|
2023
Q4 | $53.5K | Buy |
557
+16
| +3% | +$1.54K | 0.01% | 321 |
|
|
2023
Q3 | $49.3K | Sell |
541
-50
| -8% | -$4.56K | 0.01% | 308 |
|
|
2023
Q2 | $58.5K | Hold |
591
| – | – | 0.01% | 295 |
|
|
2023
Q1 | $61.5K | Sell |
591
-9
| -2% | -$937 | 0.01% | 283 |
|
|
2022
Q4 | $59.5K | Buy |
600
+7
| +1% | +$694 | 0.01% | 284 |
|
|
2022
Q3 | $50K | Buy |
593
+21
| +4% | +$1.77K | 0.01% | 279 |
|
|
2022
Q2 | $44K | Sell |
572
-3,613
| -86% | -$278K | 0.01% | 289 |
|
|
2022
Q1 | $381K | Buy |
4,185
+353
| +9% | +$32.1K | 0.06% | 128 |
|
|
2021
Q4 | $448K | Buy |
3,832
+1,085
| +39% | +$127K | 0.08% | 103 |
|
|
2021
Q3 | $303K | Sell |
2,747
-270
| -9% | -$29.8K | 0.06% | 132 |
|
|
2021
Q2 | $337K | Hold |
3,017
| – | – | 0.06% | 130 |
|
|
2021
Q1 | $330K | Sell |
3,017
-20
| -0.7% | -$2.19K | 0.07% | 130 |
|
|
2020
Q4 | $325K | Hold |
3,037
| – | – | 0.07% | 124 |
|
|
2020
Q3 | $261K | Hold |
3,037
| – | – | 0.06% | 132 |
|
|
2020
Q2 | $223K | Sell |
3,037
-60
| -2% | -$4.41K | 0.06% | 144 |
|
|
2020
Q1 | $204K | Sell |
3,097
-13
| -0.4% | -$856 | 0.06% | 134 |
|
|
2019
Q4 | $273K | Buy |
+3,110
| New | +$273K | 0.07% | 132 |
|
|
2017
Q4 | – | Sell |
-4,820
| Closed | -$259K | – | 142 |
|
|
2017
Q3 | $259K | Hold |
4,820
| – | – | 0.11% | 82 |
|
|
2017
Q2 | $281K | Hold |
4,820
| – | – | 0.12% | 69 |
|
|
2017
Q1 | $281K | Buy |
4,820
+498
| +12% | +$29K | 0.13% | 71 |
|
|
2016
Q4 | $240K | Sell |
4,322
-1,000
| -19% | -$55.5K | 0.12% | 65 |
|
|
2016
Q3 | $288K | Sell |
5,322
-460
| -8% | -$24.9K | 0.15% | 57 |
|
|
2016
Q2 | $330K | Sell |
5,782
-160
| -3% | -$9.13K | 0.17% | 49 |
|
|
2016
Q1 | $355K | Hold |
5,942
| – | – | 0.2% | 45 |
|
|
2015
Q4 | $357K | Hold |
5,942
| – | – | 0.21% | 42 |
|
|
2015
Q3 | $338K | Buy |
5,942
+70
| +1% | +$3.98K | 0.2% | 51 |
|
|
2015
Q2 | $315K | Sell |
5,872
-220
| -4% | -$11.8K | 0.19% | 57 |
|
|
2015
Q1 | $288K | Sell |
6,092
-1,808
| -23% | -$85.5K | 0.17% | 66 |
|
|
2014
Q4 | $324K | Buy |
7,900
+1,860
| +31% | +$76.3K | 0.21% | 61 |
|
|
2014
Q3 | $228K | Sell |
6,040
-2,200
| -27% | -$83K | 0.2% | 73 |
|
|
2014
Q2 | $319K | Sell |
8,240
-11,000
| -57% | -$426K | 0.28% | 57 |
|
|
2014
Q1 | $706K | Sell |
19,240
-1,312
| -6% | -$48.1K | 0.75% | 22 |
|
|
2013
Q4 | $806K | Buy |
+20,552
| New | +$806K | 1.12% | 17 |
|