HHM Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2K | Sell |
460
-269
| -37% | -$24.7K | 0.01% | 402 |
|
|
2025
Q1 | $71.5K | Buy |
729
+460
| +171% | +$45.1K | 0.01% | 307 |
|
|
2024
Q4 | $24.5K | Buy |
269
+30
| +13% | +$2.74K | ﹤0.01% | 467 |
|
|
2024
Q3 | $23.3K | Buy |
239
+1
| +0.4% | +$98 | ﹤0.01% | 442 |
|
|
2024
Q2 | $18.5K | Sell |
238
-81
| -25% | -$6.31K | ﹤0.01% | 466 |
|
|
2024
Q1 | $29.2K | Hold |
319
| – | – | ﹤0.01% | 362 |
|
|
2023
Q4 | $30.6K | Buy |
319
+1
| +0.3% | +$96 | 0.01% | 353 |
|
|
2023
Q3 | $29K | Buy |
318
+1
| +0.3% | +$91 | 0.01% | 349 |
|
|
2023
Q2 | $31.4K | Hold |
317
| – | – | 0.01% | 355 |
|
|
2023
Q1 | $33K | Buy |
317
+23
| +8% | +$2.39K | 0.01% | 332 |
|
|
2022
Q4 | $29.2K | Sell |
294
-907
| -76% | -$90K | 0.01% | 315 |
|
|
2022
Q3 | $101K | Sell |
1,201
-606
| -34% | -$51K | 0.03% | 165 |
|
|
2022
Q2 | $138K | Buy |
1,807
+143
| +9% | +$10.9K | 0.04% | 160 |
|
|
2022
Q1 | $151K | Sell |
1,664
-5
| -0.3% | -$454 | 0.04% | 170 |
|
|
2021
Q4 | $195K | Buy |
1,669
+78
| +5% | +$9.11K | 0.05% | 140 |
|
|
2021
Q3 | $176K | Buy |
1,591
+32
| +2% | +$3.54K | 0.05% | 140 |
|
|
2021
Q2 | $174K | Sell |
1,559
-121
| -7% | -$13.5K | 0.05% | 151 |
|
|
2021
Q1 | $184K | Buy |
1,680
+67
| +4% | +$7.34K | 0.06% | 121 |
|
|
2020
Q4 | $173K | Hold |
1,613
| – | – | 0.06% | 115 |
|
|
2020
Q3 | $139K | Sell |
1,613
-3
| -0.2% | -$259 | 0.06% | 115 |
|
|
2020
Q2 | $119K | Sell |
1,616
-438
| -21% | -$32.3K | 0.05% | 119 |
|
|
2020
Q1 | $135K | Buy |
+2,054
| New | +$135K | 0.07% | 98 |
|