LJI 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 | $291K | Hold |
3,174
| – | – | 0.05% | 145 |
|
|
2025
Q1 | $311K | Sell |
3,174
-100
| -3% | -$9.81K | 0.06% | 132 |
|
|
2024
Q4 | $299K | Sell |
3,274
-404
| -11% | -$36.9K | 0.06% | 135 |
|
|
2024
Q3 | $359K | Sell |
3,678
-100
| -3% | -$9.75K | 0.07% | 136 |
|
|
2024
Q2 | $294K | Sell |
3,778
-245
| -6% | -$19.1K | 0.07% | 143 |
|
|
2024
Q1 | $368K | Buy |
4,023
+150
| +4% | +$13.7K | 0.1% | 104 |
|
|
2023
Q4 | $372K | Buy |
3,873
+68
| +2% | +$6.53K | 0.1% | 113 |
|
|
2023
Q3 | $347K | Buy |
3,805
+22
| +0.6% | +$2.01K | 0.1% | 109 |
|
|
2023
Q2 | $375K | Hold |
3,783
| – | – | 0.11% | 95 |
|
|
2023
Q1 | $394K | Hold |
3,783
| – | – | 0.12% | 88 |
|
|
2022
Q4 | $375K | Buy |
+3,783
| New | +$375K | 0.13% | 81 |
|