Forza 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 | $410K | Hold |
4,478
| – | – | 0.17% | 137 |
|
|
2025
Q1 | $439K | Hold |
4,478
| – | – | 0.2% | 120 |
|
|
2024
Q4 | $409K | Hold |
4,478
| – | – | 0.19% | 124 |
|
|
2024
Q3 | $437K | Hold |
4,478
| – | – | 0.2% | 130 |
|
|
2024
Q2 | $349K | Hold |
4,478
| – | – | 0.18% | 136 |
|
|
2024
Q1 | $409K | Sell |
4,478
-80
| -2% | -$7.31K | 0.21% | 127 |
|
|
2023
Q4 | $438K | Sell |
4,558
-200
| -4% | -$19.2K | 0.24% | 116 |
|
|
2023
Q3 | $434K | Hold |
4,758
| – | – | 0.22% | 125 |
|
|
2023
Q2 | $471K | Sell |
4,758
-580
| -11% | -$57.5K | 0.24% | 123 |
|
|
2023
Q1 | $556K | Hold |
5,338
| – | – | 0.29% | 105 |
|
|
2022
Q4 | $530K | Buy |
+5,338
| New | +$530K | 0.35% | 79 |
|