Gitterman 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 | $441K | Sell |
4,809
-1,154
| -19% | -$106K | 0.1% | 52 |
|
|
2025
Q1 | $585K | Buy |
5,963
+3,598
| +152% | +$353K | 0.16% | 34 |
|
|
2024
Q4 | $216K | Buy |
2,365
+5
| +0.2% | +$456 | 0.09% | 105 |
|
|
2024
Q3 | $230K | Sell |
2,360
-3,623
| -61% | -$353K | 0.1% | 95 |
|
|
2024
Q2 | $466K | Buy |
5,983
+3,023
| +102% | +$235K | 0.18% | 32 |
|
|
2024
Q1 | $271K | Sell |
2,960
-935
| -24% | -$85.5K | 0.1% | 69 |
|
|
2023
Q4 | $374K | Sell |
3,895
-300
| -7% | -$28.8K | 0.17% | 38 |
|
|
2023
Q3 | $383K | Hold |
4,195
| – | – | 0.18% | 27 |
|
|
2023
Q2 | $416K | Hold |
4,195
| – | – | 0.19% | 28 |
|
|
2023
Q1 | $437K | Hold |
4,195
| – | – | 0.21% | 22 |
|
|
2022
Q4 | $416K | Sell |
4,195
-42
| -1% | -$4.17K | 0.21% | 28 |
|
|
2022
Q3 | $355K | Sell |
4,237
-661
| -13% | -$55.4K | 0.37% | 31 |
|
|
2022
Q2 | $374K | Buy |
4,898
+750
| +18% | +$57.3K | 0.35% | 31 |
|
|
2022
Q1 | $377K | Hold |
4,148
| – | – | 0.3% | 39 |
|
|
2021
Q4 | $485K | Sell |
4,148
-2,140
| -34% | -$250K | 0.36% | 36 |
|
|
2021
Q3 | $694K | Buy |
6,288
+2,140
| +52% | +$236K | 0.56% | 21 |
|
|
2021
Q2 | $464K | Sell |
4,148
-878
| -17% | -$98.2K | 0.38% | 31 |
|
|
2021
Q1 | $549K | Buy |
+5,026
| New | +$549K | 0.35% | 27 |
|