Keebeck 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
$599K Sell
6,535
-2,935
-31% -$269K 0.08% 170
2025
Q1
$929K Sell
9,470
-273
-3% -$26.8K 0.14% 134
2024
Q4
$889K Buy
9,743
+3,152
+48% +$288K 0.13% 135
2024
Q3
$643K Buy
6,591
+1,146
+21% +$112K 0.09% 151
2024
Q2
$424K Sell
5,445
-811
-13% -$63.1K 0.06% 186
2024
Q1
$572K Buy
6,256
+51
+0.8% +$4.66K 0.08% 176
2023
Q4
$596K Buy
6,205
+1
+0% +$96 0.1% 160
2023
Q3
$566K Buy
6,204
+119
+2% +$10.9K 0.1% 159
2023
Q2
$603K Buy
6,085
+1
+0% +$99 0.08% 162
2023
Q1
$634K Sell
6,084
-10
-0.2% -$1.04K 0.1% 144
2022
Q4
$605K Buy
6,094
+57
+0.9% +$5.65K 0.11% 139
2022
Q3
$509K Buy
6,037
+1
+0% +$84 0.1% 147
2022
Q2
$461K Sell
6,036
-1,129
-16% -$86.2K 0.09% 165
2022
Q1
$652K Sell
7,165
-778
-10% -$70.8K 0.11% 141
2021
Q4
$929K Sell
7,943
-197
-2% -$23K 0.17% 113
2021
Q3
$898K Sell
8,140
-513
-6% -$56.6K 0.18% 109
2021
Q2
$967K Sell
8,653
-283
-3% -$31.6K 0.14% 124
2021
Q1
$976K Buy
8,936
+65
+0.7% +$7.1K 0.15% 109
2020
Q4
$949K Buy
8,871
+226
+3% +$24.2K 0.17% 99
2020
Q3
$742K Buy
8,645
+246
+3% +$21.1K 0.15% 101
2020
Q2
$618K Buy
8,399
+1,330
+19% +$97.9K 0.2% 96
2020
Q1
$464K Buy
7,069
+5,981
+550% +$393K 0.19% 99
2019
Q4
$95K Buy
+1,088
New +$95K 0.03% 190