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