Guardian 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 | – | Sell |
-226
| Closed | -$22.2K | – | 169 |
|
2025
Q1 | $22.2K | Buy |
226
+1
| +0.4% | +$98 | 0.01% | 133 |
|
2024
Q4 | $20.5K | Sell |
225
-2
| -0.9% | -$182 | 0.01% | 143 |
|
2024
Q3 | $22.1K | Buy |
227
+164
| +260% | +$16K | 0.02% | 137 |
|
2024
Q2 | $4.92K | Hold |
63
| – | – | ﹤0.01% | 189 |
|
2024
Q1 | $5.73K | Buy |
63
+1
| +2% | +$91 | ﹤0.01% | 184 |
|
2023
Q4 | $5.99K | Sell |
62
-201
| -76% | -$19.4K | 0.01% | 188 |
|
2023
Q3 | $24K | Buy |
263
+2
| +0.8% | +$182 | 0.02% | 130 |
|
2023
Q2 | $25.9K | Buy |
261
+1
| +0.4% | +$99 | 0.02% | 129 |
|
2023
Q1 | $27.1K | Buy |
260
+1
| +0.4% | +$104 | 0.03% | 128 |
|
2022
Q4 | $25.7K | Buy |
259
+42
| +19% | +$4.16K | 0.03% | 135 |
|
2022
Q3 | $18K | Buy |
217
+1
| +0.5% | +$83 | 0.02% | 138 |
|
2022
Q2 | $16K | Buy |
216
+1
| +0.5% | +$74 | 0.02% | 146 |
|
2022
Q1 | $20K | Buy |
215
+2
| +0.9% | +$186 | 0.02% | 151 |
|
2021
Q4 | $25K | Buy |
+213
| New | +$25K | 0.02% | 141 |
|