Hohimer 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 | $541K | Sell |
5,902
-391
| -6% | -$35.8K | 0.1% | 151 |
|
|
2025
Q1 | $617K | Buy |
6,293
+150
| +2% | +$14.7K | 0.12% | 140 |
|
|
2024
Q4 | $561K | Buy |
6,143
+1,999
| +48% | +$182K | 0.11% | 139 |
|
|
2024
Q3 | $404K | Hold |
4,144
| – | – | 0.09% | 146 |
|
|
2024
Q2 | $323K | Sell |
4,144
-612
| -13% | -$47.6K | 0.07% | 182 |
|
|
2024
Q1 | $435K | Buy |
4,756
+544
| +13% | +$49.7K | 0.1% | 166 |
|
|
2023
Q4 | $404K | Sell |
4,212
-382
| -8% | -$36.7K | 0.1% | 162 |
|
|
2023
Q3 | $419K | Hold |
4,594
| – | – | 0.12% | 153 |
|
|
2023
Q2 | $455K | Sell |
4,594
-236
| -5% | -$23.4K | 0.13% | 152 |
|
|
2023
Q1 | $503K | Buy |
4,830
+513
| +12% | +$53.4K | 0.15% | 150 |
|
|
2022
Q4 | $428K | Buy |
4,317
+11
| +0.3% | +$1.09K | 0.14% | 121 |
|
|
2022
Q3 | $363K | Hold |
4,306
| – | – | 0.12% | 148 |
|
|
2022
Q2 | $329K | Sell |
4,306
-82
| -2% | -$6.27K | 0.1% | 158 |
|
|
2022
Q1 | $399K | Sell |
4,388
-215
| -5% | -$19.6K | 0.08% | 157 |
|
|
2021
Q4 | $538K | Sell |
4,603
-60
| -1% | -$7.01K | 0.11% | 141 |
|
|
2021
Q3 | $514K | Buy |
4,663
+140
| +3% | +$15.4K | 0.11% | 141 |
|
|
2021
Q2 | $506K | Sell |
4,523
-336
| -7% | -$37.6K | 0.1% | 145 |
|
|
2021
Q1 | $531K | Sell |
4,859
-683
| -12% | -$74.6K | 0.13% | 135 |
|
|
2020
Q4 | $593K | Sell |
5,542
-1,680
| -23% | -$180K | 0.16% | 135 |
|
|
2020
Q3 | $633K | Buy |
7,222
+1,319
| +22% | +$116K | 0.18% | 131 |
|
|
2020
Q2 | $434K | Sell |
5,903
-3,199
| -35% | -$235K | 0.15% | 152 |
|
|
2020
Q1 | $708K | Buy |
9,102
+442
| +5% | +$34.4K | 0.3% | 117 |
|
|
2019
Q4 | $761K | Buy |
+8,660
| New | +$761K | 0.26% | 140 |
|