Marion 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 | $342K | Buy |
3,737
+4
| +0.1% | +$367 | 0.09% | 102 |
|
2025
Q1 | $366K | Sell |
3,733
-493
| -12% | -$48.4K | 0.1% | 95 |
|
2024
Q4 | $386K | Sell |
4,226
-56
| -1% | -$5.11K | 0.1% | 97 |
|
2024
Q3 | $417K | Sell |
4,282
-2
| -0% | -$195 | 0.11% | 96 |
|
2024
Q2 | $333K | Sell |
4,284
-175
| -4% | -$13.6K | 0.1% | 99 |
|
2024
Q1 | $408K | Sell |
4,459
-369
| -8% | -$33.7K | 0.12% | 96 |
|
2023
Q4 | $464K | Sell |
4,828
-16,909
| -78% | -$1.62M | 0.15% | 86 |
|
2023
Q3 | $1.98M | Buy |
21,737
+590
| +3% | +$53.8K | 0.7% | 36 |
|
2023
Q2 | $2.09M | Buy |
21,147
+442
| +2% | +$43.8K | 0.74% | 34 |
|
2023
Q1 | $2.16M | Sell |
20,705
-660
| -3% | -$68.7K | 0.8% | 28 |
|
2022
Q4 | $2.12M | Buy |
21,365
+2,089
| +11% | +$207K | 0.89% | 27 |
|
2022
Q3 | $1.62M | Buy |
19,276
+1,557
| +9% | +$131K | 0.83% | 26 |
|
2022
Q2 | $1.35M | Buy |
17,719
+4,396
| +33% | +$336K | 0.71% | 35 |
|
2022
Q1 | $1.21M | Buy |
13,323
+524
| +4% | +$47.7K | 0.59% | 40 |
|
2021
Q4 | $1.5M | Buy |
+12,799
| New | +$1.5M | 0.71% | 31 |
|