Guardian Wealth Advisors (North Carolina)’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
5,878
+519
| +10% | +$47.6K | 0.04% | 191 |
|
|
2025
Q1 | $526K | Sell |
5,359
-29
| -0.5% | -$2.85K | 0.04% | 182 |
|
|
2024
Q4 | $492K | Buy |
5,388
+123
| +2% | +$11.2K | 0.04% | 193 |
|
|
2024
Q3 | $513K | Sell |
5,265
-44
| -0.8% | -$4.29K | 0.05% | 159 |
|
|
2024
Q2 | $413K | Buy |
5,309
+157
| +3% | +$12.2K | 0.05% | 175 |
|
|
2024
Q1 | $471K | Sell |
5,152
-145
| -3% | -$13.3K | 0.06% | 160 |
|
|
2023
Q4 | $509K | Sell |
5,297
-1,353
| -20% | -$130K | 0.08% | 132 |
|
|
2023
Q3 | $607K | Buy |
6,650
+599
| +10% | +$54.7K | 0.1% | 107 |
|
|
2023
Q2 | $599K | Buy |
6,051
+338
| +6% | +$33.5K | 0.1% | 105 |
|
|
2023
Q1 | $595K | Buy |
5,713
+199
| +4% | +$20.7K | 0.1% | 101 |
|
|
2022
Q4 | $547K | Sell |
5,514
-311
| -5% | -$30.9K | 0.11% | 103 |
|
|
2022
Q3 | $491K | Sell |
5,825
-165
| -3% | -$13.9K | 0.09% | 103 |
|
|
2022
Q2 | $458K | Buy |
+5,990
| New | +$458K | 0.08% | 112 |
|
|
2022
Q1 | – | Sell |
-3,386
| Closed | -$396K | – | 277 |
|
|
2021
Q4 | $396K | Buy |
+3,386
| New | +$396K | 0.17% | 108 |
|