Evoke Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
7,580
-2,294
| -23% | -$210K | 0.02% | 270 |
|
|
2025
Q1 | $969K | Buy |
9,874
+360
| +4% | +$35.3K | 0.03% | 200 |
|
|
2024
Q4 | $868K | Buy |
9,514
+49
| +0.5% | +$4.47K | 0.02% | 196 |
|
|
2024
Q3 | $923K | Buy |
+9,465
| New | +$923K | 0.03% | 191 |
|
|
2024
Q2 | – | Sell |
-12,199
| Closed | -$1.11M | – | 327 |
|
|
2024
Q1 | $1.11M | Buy |
+12,199
| New | +$1.11M | 0.03% | 167 |
|
|
2023
Q4 | – | Sell |
-10,037
| Closed | -$916K | – | 298 |
|
|
2023
Q3 | $916K | Buy |
10,037
+634
| +7% | +$57.9K | 0.03% | 184 |
|
|
2023
Q2 | $931K | Buy |
9,403
+1,813
| +24% | +$180K | 0.03% | 167 |
|
|
2023
Q1 | $790K | Buy |
7,590
+355
| +5% | +$37K | 0.03% | 175 |
|
|
2022
Q4 | $718K | Buy |
7,235
+146
| +2% | +$14.5K | 0.03% | 182 |
|
|
2022
Q3 | $597K | Buy |
7,089
+1,036
| +17% | +$87.2K | 0.02% | 198 |
|
|
2022
Q2 | $462K | Sell |
6,053
-714
| -11% | -$54.5K | 0.02% | 229 |
|
|
2022
Q1 | $616K | Sell |
6,767
-223
| -3% | -$20.3K | 0.02% | 211 |
|
|
2021
Q4 | $818K | Buy |
6,990
+74
| +1% | +$8.66K | 0.03% | 198 |
|
|
2021
Q3 | $762K | Sell |
6,916
-26,249
| -79% | -$2.89M | 0.03% | 190 |
|
|
2021
Q2 | $3.71M | Buy |
33,165
+703
| +2% | +$78.6K | 0.14% | 85 |
|
|
2021
Q1 | $3.55M | Buy |
32,462
+22,327
| +220% | +$2.44M | 0.16% | 84 |
|
|
2020
Q4 | $1.08M | Buy |
10,135
+1,168
| +13% | +$125K | 0.07% | 90 |
|
|
2020
Q3 | $770K | Buy |
8,967
+4,146
| +86% | +$356K | 0.06% | 102 |
|
|
2020
Q2 | $355K | Sell |
4,821
-1,276
| -21% | -$94K | 0.03% | 139 |
|
|
2020
Q1 | $401K | Sell |
6,097
-720
| -11% | -$47.3K | 0.06% | 115 |
|
|
2019
Q4 | $599K | Sell |
6,817
-1,593
| -19% | -$140K | 0.08% | 116 |
|
|
2019
Q3 | $744K | Buy |
+8,410
| New | +$744K | 0.09% | 115 |
|