Horizon 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 | $236K | Sell |
2,572
-27
| -1% | -$2.47K | 0.04% | 95 |
|
|
2025
Q1 | $255K | Buy |
2,599
+53
| +2% | +$5.2K | 0.04% | 85 |
|
|
2024
Q4 | $232K | Buy |
2,546
+12
| +0.5% | +$1.1K | 0.04% | 82 |
|
|
2024
Q3 | $247K | Buy |
+2,534
| New | +$247K | 0.05% | 72 |
|
|
2024
Q2 | – | Sell |
-2,629
| Closed | -$240K | – | 91 |
|
|
2024
Q1 | $240K | Buy |
2,629
+87
| +3% | +$7.95K | 0.06% | 66 |
|
|
2023
Q4 | $244K | Buy |
2,542
+159
| +7% | +$15.3K | 0.07% | 66 |
|
|
2023
Q3 | $217K | Buy |
2,383
+11
| +0.5% | +$1K | 0.09% | 68 |
|
|
2023
Q2 | $235K | Buy |
2,372
+9
| +0.4% | +$892 | 0.09% | 65 |
|
|
2023
Q1 | $246K | Buy |
2,363
+11
| +0.5% | +$1.15K | 0.18% | 60 |
|
|
2022
Q4 | $233K | Sell |
2,352
-1,107
| -32% | -$110K | 0.19% | 58 |
|
|
2022
Q3 | $291K | Buy |
3,459
+324
| +10% | +$27.3K | 0.21% | 46 |
|
|
2022
Q2 | $239K | Buy |
3,135
+612
| +24% | +$46.7K | 0.1% | 91 |
|
|
2022
Q1 | $230K | Buy |
2,523
+30
| +1% | +$2.74K | 0.07% | 100 |
|
|
2021
Q4 | $292K | Buy |
+2,493
| New | +$292K | 0.09% | 89 |
|