HighMark 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 | $37.1K | Sell |
405
-52
| -11% | -$4.77K | 0.02% | 177 |
|
|
2025
Q1 | $44.8K | Buy |
457
+52
| +13% | +$5.1K | 0.03% | 133 |
|
|
2024
Q4 | $37K | Sell |
405
-1
| -0.2% | -$91 | 0.02% | 148 |
|
|
2024
Q3 | $39.5K | Sell |
406
-35
| -8% | -$3.41K | 0.02% | 154 |
|
|
2024
Q2 | $34.4K | Hold |
441
| – | – | 0.02% | 158 |
|
|
2024
Q1 | $40.3K | Hold |
441
| – | – | 0.03% | 149 |
|
|
2023
Q4 | $42.3K | Hold |
441
| – | – | 0.03% | 141 |
|
|
2023
Q3 | $40.2K | Hold |
441
| – | – | 0.03% | 130 |
|
|
2023
Q2 | $43.6K | Sell |
441
-807
| -65% | -$79.9K | 0.03% | 129 |
|
|
2023
Q1 | $130K | Buy |
1,248
+1,124
| +906% | +$117K | 0.1% | 81 |
|
|
2022
Q4 | $12.3K | Hold |
124
| – | – | 0.01% | 224 |
|
|
2022
Q3 | $10K | Buy |
124
+1
| +0.8% | +$81 | 0.01% | 250 |
|
|
2022
Q2 | $9K | Sell |
123
-206
| -63% | -$15.1K | 0.01% | 265 |
|
|
2022
Q1 | $30K | Buy |
329
+2
| +0.6% | +$182 | 0.02% | 136 |
|
|
2021
Q4 | $38K | Sell |
327
-202
| -38% | -$23.5K | 0.02% | 136 |
|
|
2021
Q3 | $58K | Buy |
529
+2
| +0.4% | +$219 | 0.04% | 109 |
|
|
2021
Q2 | $59K | Buy |
527
+2
| +0.4% | +$224 | 0.04% | 105 |
|
|
2021
Q1 | $57K | Sell |
525
-46
| -8% | -$4.99K | 0.05% | 94 |
|
|
2020
Q4 | $61K | Buy |
571
+203
| +55% | +$21.7K | 0.05% | 87 |
|
|
2020
Q3 | $32K | Buy |
368
+2
| +0.5% | +$174 | 0.03% | 129 |
|
|
2020
Q2 | $27K | Buy |
366
+285
| +352% | +$21K | 0.03% | 112 |
|
|
2020
Q1 | $5K | Buy |
81
+48
| +145% | +$2.96K | 0.01% | 235 |
|
|
2019
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 355 |
|