Icon 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 | $4.05M | Buy |
44,199
+18,185
| +70% | +$1.67M | 0.29% | 66 |
|
|
2025
Q1 | $2.55M | Buy |
26,014
+17,976
| +224% | +$1.76M | 0.21% | 86 |
|
|
2024
Q4 | $733K | Sell |
8,038
-13,053
| -62% | -$1.19M | 0.06% | 168 |
|
|
2024
Q3 | $2.06M | Sell |
21,091
-1,762
| -8% | -$172K | 0.17% | 91 |
|
|
2024
Q2 | $1.78M | Sell |
22,853
-6,091
| -21% | -$475K | 0.16% | 99 |
|
|
2024
Q1 | $2.65M | Sell |
28,944
-5,226
| -15% | -$478K | 0.25% | 75 |
|
|
2023
Q4 | $3.28M | Buy |
+34,170
| New | +$3.28M | 0.34% | 62 |
|
|
2022
Q4 | $6.29M | Buy |
63,400
+1,620
| +3% | +$161K | 0.72% | 29 |
|
|
2022
Q3 | $5.21M | Buy |
+61,780
| New | +$5.21M | 0.63% | 39 |
|