Golden State 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 | $339K | Sell |
3,704
-4,498
| -55% | -$412K | 0.04% | 291 |
|
|
2025
Q1 | $805K | Sell |
8,202
-900
| -10% | -$88.3K | 0.12% | 148 |
|
|
2024
Q4 | $831K | Buy |
+9,102
| New | +$831K | 0.12% | 137 |
|
|
2022
Q1 | $484K | Sell |
5,324
-2,095
| -28% | -$190K | 0.09% | 177 |
|
|
2021
Q4 | $868K | Buy |
7,419
+866
| +13% | +$101K | 0.15% | 143 |
|
|
2021
Q3 | $723K | Buy |
6,553
+106
| +2% | +$11.7K | 0.16% | 127 |
|
|
2021
Q2 | $721K | Buy |
6,447
+274
| +4% | +$30.6K | 0.16% | 123 |
|
|
2021
Q1 | $674K | Sell |
6,173
-797
| -11% | -$87K | 0.22% | 82 |
|
|
2020
Q4 | $746K | Buy |
6,970
+1,054
| +18% | +$113K | 0.22% | 91 |
|
|
2020
Q3 | $508K | Sell |
5,916
-1,383
| -19% | -$119K | 0.17% | 99 |
|
|
2020
Q2 | $537K | Buy |
7,299
+1,876
| +35% | +$138K | 0.17% | 97 |
|
|
2020
Q1 | $356K | Buy |
+5,423
| New | +$356K | 0.16% | 101 |
|
|
2019
Q4 | – | Sell |
-5,163
| Closed | -$457K | – | 736 |
|
|
2019
Q3 | $457K | Buy |
5,163
+88
| +2% | +$7.79K | 0.15% | 115 |
|
|
2019
Q2 | $425K | Buy |
5,075
+173
| +4% | +$14.5K | 0.13% | 132 |
|
|
2019
Q1 | $364K | Buy |
+4,902
| New | +$364K | 0.12% | 146 |
|