Liberty 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 | $362K | Sell |
3,946
-134
| -3% | -$12.3K | 0.06% | 152 |
|
|
2025
Q1 | $400K | Sell |
4,080
-51
| -1% | -$5K | 0.08% | 102 |
|
|
2024
Q4 | $377K | Buy |
4,131
+114
| +3% | +$10.4K | 0.06% | 142 |
|
|
2024
Q3 | $392K | Sell |
4,017
-3,493
| -47% | -$341K | 0.07% | 137 |
|
|
2024
Q2 | $303K | Buy |
7,510
+3,042
| +68% | +$123K | 0.06% | 157 |
|
|
2024
Q1 | $408K | Buy |
4,468
+10
| +0.2% | +$913 | 0.08% | 115 |
|
|
2023
Q4 | $428K | Sell |
4,458
-205
| -4% | -$19.7K | 0.09% | 107 |
|
|
2023
Q3 | $426K | Sell |
4,663
-191
| -4% | -$17.4K | 0.11% | 102 |
|
|
2023
Q2 | $481K | Sell |
4,854
-141
| -3% | -$14K | 0.12% | 95 |
|
|
2023
Q1 | $526K | Buy |
+4,995
| New | +$526K | 0.11% | 120 |
|
|
2022
Q3 | $453K | Buy |
5,377
+100
| +2% | +$8.43K | 0.12% | 93 |
|
|
2022
Q2 | $403K | Hold |
5,277
| – | – | 0.16% | 89 |
|
|
2022
Q1 | $480K | Sell |
5,277
-195
| -4% | -$17.7K | 0.17% | 82 |
|
|
2021
Q4 | $641 | Sell |
5,472
-769
| -12% | -$90 | 0.03% | 84 |
|
|
2021
Q3 | $692K | Buy |
6,241
+867
| +16% | +$96.1K | 0.25% | 63 |
|
|
2021
Q2 | $601K | Buy |
5,374
+65
| +1% | +$7.27K | 0.23% | 63 |
|
|
2021
Q1 | $523K | Hold |
5,309
| – | – | 0.26% | 59 |
|
|
2020
Q4 | $523K | Sell |
5,309
-70
| -1% | -$6.9K | 0.26% | 59 |
|
|
2020
Q3 | $462K | Buy |
5,379
+2,412
| +81% | +$207K | 0.27% | 58 |
|
|
2020
Q2 | $218K | Sell |
2,967
-112
| -4% | -$8.23K | 0.15% | 89 |
|
|
2020
Q1 | $202K | Buy |
3,079
+105
| +4% | +$6.89K | 0.18% | 87 |
|
|
2019
Q4 | $261K | Sell |
2,974
-15
| -0.5% | -$1.32K | 0.21% | 90 |
|
|
2019
Q3 | $264K | Sell |
2,989
-5,373
| -64% | -$475K | 0.25% | 78 |
|
|
2019
Q2 | $701K | Buy |
8,362
+4,764
| +132% | +$399K | 0.61% | 33 |
|
|
2019
Q1 | $267K | Sell |
3,598
-48
| -1% | -$3.56K | 0.2% | 74 |
|
|
2018
Q4 | $234K | Buy |
+3,646
| New | +$234K | 0.17% | 75 |
|