Marcum Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.07M | Buy |
10,934
+875
| +9% | +$85.8K | 0.09% | 109 |
|
|
2024
Q4 | $918K | Buy |
10,059
+521
| +5% | +$47.5K | 0.08% | 123 |
|
|
2024
Q3 | $930K | Buy |
9,538
+28
| +0.3% | +$2.73K | 0.09% | 117 |
|
|
2024
Q2 | $740K | Sell |
9,510
-357
| -4% | -$27.8K | 0.07% | 135 |
|
|
2024
Q1 | $902K | Buy |
9,867
+535
| +6% | +$48.9K | 0.09% | 114 |
|
|
2023
Q4 | $896K | Sell |
9,332
-132
| -1% | -$12.7K | 0.1% | 105 |
|
|
2023
Q3 | $864K | Sell |
9,464
-1,327
| -12% | -$121K | 0.1% | 99 |
|
|
2023
Q2 | $1.07M | Buy |
10,791
+2,044
| +23% | +$202K | 0.13% | 87 |
|
|
2023
Q1 | $911K | Buy |
8,747
+360
| +4% | +$37.5K | 0.11% | 100 |
|
|
2022
Q4 | $832K | Buy |
8,387
+409
| +5% | +$40.6K | 0.11% | 107 |
|
|
2022
Q3 | $672K | Sell |
7,978
-21
| -0.3% | -$1.77K | 0.1% | 127 |
|
|
2022
Q2 | $611K | Sell |
7,999
-3,561
| -31% | -$272K | 0.09% | 135 |
|
|
2022
Q1 | $1.05M | Buy |
11,560
+1,701
| +17% | +$155K | 0.15% | 94 |
|
|
2021
Q4 | $1.15M | Buy |
9,859
+890
| +10% | +$104K | 0.16% | 92 |
|
|
2021
Q3 | $989K | Buy |
8,969
+945
| +12% | +$104K | 0.16% | 94 |
|
|
2021
Q2 | $897K | Sell |
8,024
-159
| -2% | -$17.8K | 0.15% | 105 |
|
|
2021
Q1 | $894K | Buy |
8,183
+2,984
| +57% | +$326K | 0.15% | 106 |
|
|
2020
Q4 | $556K | Buy |
5,199
+1,982
| +62% | +$212K | 0.13% | 60 |
|
|
2020
Q3 | $276K | Buy |
3,217
+35
| +1% | +$3K | 0.08% | 91 |
|
|
2020
Q2 | $234K | Sell |
3,182
-149
| -4% | -$11K | 0.07% | 100 |
|
|
2020
Q1 | $219K | Buy |
+3,331
| New | +$219K | 0.08% | 82 |
|