Marietta 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 | $6.11M | Buy |
66,734
+2,028
| +3% | +$186K | 0.8% | 59 |
|
|
2025
Q1 | $6.35M | Sell |
64,706
-16,371
| -20% | -$1.61M | 0.93% | 45 |
|
|
2024
Q4 | $7.4M | Buy |
81,077
+88
| +0.1% | +$8.03K | 1.06% | 33 |
|
|
2024
Q3 | $7.9M | Buy |
80,989
+5,336
| +7% | +$520K | 1.15% | 31 |
|
|
2024
Q2 | $5.89M | Buy |
75,653
+7,540
| +11% | +$587K | 0.92% | 41 |
|
|
2024
Q1 | $6.22M | Buy |
68,113
+5,434
| +9% | +$497K | 1.03% | 39 |
|
|
2023
Q4 | $6.02M | Buy |
62,679
+410
| +0.7% | +$39.4K | 1.07% | 38 |
|
|
2023
Q3 | $5.68M | Sell |
62,269
-176
| -0.3% | -$16.1K | 1.13% | 34 |
|
|
2023
Q2 | $6.19M | Buy |
62,445
+81
| +0.1% | +$8.02K | 1.17% | 29 |
|
|
2023
Q1 | $6.49M | Sell |
62,364
-5,478
| -8% | -$570K | 1.38% | 24 |
|
|
2022
Q4 | $6.73M | Sell |
67,842
-883
| -1% | -$87.6K | 1.52% | 14 |
|
|
2022
Q3 | $5.79M | Buy |
68,725
+245
| +0.4% | +$20.6K | 1.45% | 24 |
|
|
2022
Q2 | $5.23M | Buy |
68,480
+1,192
| +2% | +$91.1K | 1.26% | 30 |
|
|
2022
Q1 | $6.12M | Buy |
67,288
+437
| +0.7% | +$39.8K | 1.28% | 30 |
|
|
2021
Q4 | $7.82M | Buy |
66,851
+1,822
| +3% | +$213K | 1.57% | 19 |
|
|
2021
Q3 | $7.17M | Buy |
65,029
+1,959
| +3% | +$216K | 1.57% | 18 |
|
|
2021
Q2 | $7.05M | Buy |
63,070
+1,542
| +3% | +$172K | 1.59% | 17 |
|
|
2021
Q1 | $6.72M | Buy |
61,528
+2,034
| +3% | +$222K | 1.67% | 15 |
|
|
2020
Q4 | $6.37M | Buy |
59,494
+78
| +0.1% | +$8.35K | 1.75% | 15 |
|
|
2020
Q3 | $5.11M | Buy |
59,416
+2,098
| +4% | +$180K | 1.59% | 18 |
|
|
2020
Q2 | $4.22M | Buy |
57,318
+2,062
| +4% | +$152K | 1.44% | 23 |
|
|
2020
Q1 | $3.63M | Buy |
55,256
+8,554
| +18% | +$562K | 1.42% | 22 |
|
|
2019
Q4 | $4.11M | Buy |
46,702
+5,892
| +14% | +$518K | 1.35% | 26 |
|
|
2019
Q3 | $3.61M | Sell |
40,810
-5,479
| -12% | -$484K | 1.32% | 28 |
|
|
2019
Q2 | $3.88M | Buy |
46,289
+255
| +0.6% | +$21.4K | 1.51% | 18 |
|
|
2019
Q1 | $3.42M | Sell |
46,034
-60
| -0.1% | -$4.46K | 1.41% | 22 |
|
|
2018
Q4 | $2.97M | Buy |
46,094
+563
| +1% | +$36.3K | 1.42% | 25 |
|
|
2018
Q3 | $2.59M | Buy |
45,531
+3,253
| +8% | +$185K | 1.14% | 31 |
|
|
2018
Q2 | $2.07M | Buy |
42,278
+4,012
| +10% | +$196K | 1.01% | 38 |
|
|
2018
Q1 | $2.22M | Buy |
38,266
+1,601
| +4% | +$92.7K | 1.16% | 31 |
|
|
2017
Q4 | $2.11M | Sell |
36,665
-216
| -0.6% | -$12.4K | 1.14% | 35 |
|
|
2017
Q3 | $1.98M | Buy |
36,881
+3,665
| +11% | +$197K | 1.11% | 37 |
|
|
2017
Q2 | $1.94M | Buy |
33,216
+2,186
| +7% | +$127K | 1.18% | 36 |
|
|
2017
Q1 | $1.81M | Buy |
31,030
+7,913
| +34% | +$462K | 1.2% | 36 |
|
|
2016
Q4 | $1.28M | Buy |
+23,117
| New | +$1.28M | 1.03% | 42 |
|