GoalVest Advisory’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.8K | Sell |
107
-17
| -14% | -$1.56K | ﹤0.01% | 308 |
|
|
2025
Q1 | $12.2K | Buy |
124
+7
| +6% | +$687 | ﹤0.01% | 258 |
|
|
2024
Q4 | $10.7K | Buy |
117
+10
| +9% | +$912 | ﹤0.01% | 282 |
|
|
2024
Q3 | $10.4K | Buy |
+107
| New | +$10.4K | ﹤0.01% | 318 |
|
|
2024
Q2 | – | Sell |
-170
| Closed | -$15.5K | – | 398 |
|
|
2024
Q1 | $15.5K | Sell |
170
-5
| -3% | -$457 | 0.01% | 286 |
|
|
2023
Q4 | $16.8K | Buy |
175
+140
| +400% | +$13.4K | 0.01% | 222 |
|
|
2023
Q3 | $3.19K | Buy |
+35
| New | +$3.19K | ﹤0.01% | 385 |
|
|
2022
Q4 | – | Sell |
-269
| Closed | -$23K | – | 265 |
|
|
2022
Q3 | $23K | Sell |
269
-275
| -51% | -$23.5K | 0.02% | 148 |
|
|
2022
Q2 | $43K | Buy |
544
+442
| +433% | +$34.9K | 0.03% | 174 |
|
|
2022
Q1 | $9K | Buy |
+102
| New | +$9K | 0.01% | 251 |
|