Jeppson 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 | $582K | Sell |
6,355
-217
| -3% | -$19.9K | 0.2% | 109 |
|
|
2025
Q1 | $645K | Sell |
6,572
-140
| -2% | -$13.7K | 0.24% | 99 |
|
|
2024
Q4 | $612K | Sell |
6,712
-18
| -0.3% | -$1.64K | 0.22% | 100 |
|
|
2024
Q3 | $656K | Sell |
6,730
-617
| -8% | -$60.2K | 0.24% | 97 |
|
|
2024
Q2 | $572K | Buy |
7,347
+956
| +15% | +$74.4K | 0.22% | 104 |
|
|
2024
Q1 | $584K | Buy |
6,391
+754
| +13% | +$68.9K | 0.23% | 104 |
|
|
2023
Q4 | $541K | Sell |
5,637
-265
| -4% | -$25.4K | 0.22% | 102 |
|
|
2023
Q3 | $539K | Hold |
5,902
| – | – | 0.25% | 99 |
|
|
2023
Q2 | $585K | Sell |
5,902
-525
| -8% | -$52K | 0.25% | 95 |
|
|
2023
Q1 | $669K | Sell |
6,427
-359
| -5% | -$37.4K | 0.29% | 87 |
|
|
2022
Q4 | $673K | Sell |
6,786
-261
| -4% | -$25.9K | 0.28% | 81 |
|
|
2022
Q3 | $594K | Sell |
7,047
-510
| -7% | -$43K | 0.27% | 86 |
|
|
2022
Q2 | $577K | Buy |
7,557
+2,147
| +40% | +$164K | 0.25% | 91 |
|
|
2022
Q1 | $492K | Buy |
5,410
+584
| +12% | +$53.1K | 0.23% | 99 |
|
|
2021
Q4 | $564K | Sell |
4,826
-30
| -0.6% | -$3.51K | 0.27% | 83 |
|
|
2021
Q3 | $535K | Buy |
4,856
+200
| +4% | +$22K | 0.28% | 80 |
|
|
2021
Q2 | $520K | Sell |
4,656
-10
| -0.2% | -$1.12K | 0.28% | 79 |
|
|
2021
Q1 | $509K | Sell |
4,666
-65
| -1% | -$7.09K | 0.3% | 74 |
|
|
2020
Q4 | $506K | Sell |
4,731
-245
| -5% | -$26.2K | 0.34% | 72 |
|
|
2020
Q3 | $428K | Buy |
+4,976
| New | +$428K | 0.34% | 74 |
|