Journey Strategic Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Buy |
9,044
+2,056
| +29% | +$188K | 0.03% | 200 |
|
|
2025
Q1 | $685K | Buy |
6,988
+180
| +3% | +$17.7K | 0.02% | 181 |
|
|
2024
Q4 | $621K | Sell |
6,808
-66
| -1% | -$6.02K | 0.02% | 183 |
|
|
2024
Q3 | $670K | Buy |
6,874
+1,429
| +26% | +$139K | 0.02% | 177 |
|
|
2024
Q2 | $424K | Buy |
+5,445
| New | +$424K | 0.02% | 188 |
|
|
2023
Q4 | – | Sell |
-2,226
| Closed | -$203K | – | 260 |
|
|
2023
Q3 | $203K | Hold |
2,226
| – | – | 0.01% | 175 |
|
|
2023
Q2 | $221K | Sell |
2,226
-2,814
| -56% | -$279K | 0.01% | 157 |
|
|
2023
Q1 | $525K | Buy |
5,040
+354
| +8% | +$36.9K | 0.06% | 99 |
|
|
2022
Q4 | $465K | Buy |
4,686
+908
| +24% | +$90.1K | 0.05% | 103 |
|
|
2022
Q3 | $318K | Buy |
+3,778
| New | +$318K | 0.04% | 100 |
|
|
2022
Q2 | – | Sell |
-3,293
| Closed | -$300K | – | 196 |
|
|
2022
Q1 | $300K | Buy |
3,293
+16
| +0.5% | +$1.46K | 0.03% | 98 |
|
|
2021
Q4 | $383K | Buy |
+3,277
| New | +$383K | 0.04% | 94 |
|