Mark Sheptoff Financial Planning’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32K | Hold |
69
| – | – | ﹤0.01% | 381 |
|
|
2025
Q1 | $6.77K | Hold |
69
| – | – | ﹤0.01% | 352 |
|
|
2024
Q4 | $6.3K | Hold |
69
| – | – | ﹤0.01% | 348 |
|
|
2024
Q3 | $6.73K | Hold |
69
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $5.37K | Sell |
69
-10
| -13% | -$779 | ﹤0.01% | 358 |
|
|
2024
Q1 | $7.22K | Hold |
79
| – | – | ﹤0.01% | 313 |
|
|
2023
Q4 | $7.59K | Hold |
79
| – | – | ﹤0.01% | 304 |
|
|
2023
Q3 | $7.21K | Hold |
79
| – | – | ﹤0.01% | 285 |
|
|
2023
Q2 | $7.83K | Hold |
79
| – | – | ﹤0.01% | 289 |
|
|
2023
Q1 | $8.23K | Sell |
79
-100
| -56% | -$10.4K | ﹤0.01% | 275 |
|
|
2022
Q4 | $17.8K | Sell |
179
-100
| -36% | -$9.92K | 0.01% | 228 |
|
|
2022
Q3 | $24K | Sell |
279
-500
| -64% | -$43K | 0.01% | 193 |
|
|
2022
Q2 | $60K | Buy |
779
+25
| +3% | +$1.93K | 0.03% | 144 |
|
|
2022
Q1 | $69K | Sell |
754
-756
| -50% | -$69.2K | 0.03% | 152 |
|
|
2021
Q4 | $177K | Hold |
1,510
| – | – | 0.08% | 113 |
|
|
2021
Q3 | $167K | Hold |
1,510
| – | – | 0.09% | 115 |
|
|
2021
Q2 | $169K | Hold |
1,510
| – | – | 0.09% | 112 |
|
|
2021
Q1 | $165K | Sell |
1,510
-200
| -12% | -$21.9K | 0.09% | 106 |
|
|
2020
Q4 | $183K | Buy |
1,710
+200
| +13% | +$21.4K | 0.1% | 101 |
|
|
2020
Q3 | $130K | Hold |
1,510
| – | – | 0.08% | 112 |
|
|
2020
Q2 | $111K | Buy |
1,510
+1,500
| +15,000% | +$110K | 0.07% | 114 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 329 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 355 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 350 |
|
|
2019
Q2 | $1K | Sell |
10
-3,475
| -100% | -$348K | ﹤0.01% | 343 |
|
|
2019
Q1 | $259K | Buy |
3,485
+2,985
| +597% | +$222K | 0.19% | 81 |
|
|
2018
Q4 | $32K | Buy |
+500
| New | +$32K | 0.03% | 159 |
|
|
2018
Q3 | – | Sell |
-75
| Closed | -$4K | – | 378 |
|
|
2018
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 329 |
|
|
2018
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 341 |
|
|
2017
Q4 | $4K | Sell |
75
-100
| -57% | -$5.33K | ﹤0.01% | 334 |
|
|
2017
Q3 | $9K | Hold |
175
| – | – | 0.01% | 300 |
|
|
2017
Q2 | $10K | Sell |
175
-401
| -70% | -$22.9K | 0.01% | 276 |
|
|
2017
Q1 | $34K | Sell |
576
-13,803
| -96% | -$815K | 0.02% | 199 |
|
|
2016
Q4 | $798K | Sell |
14,379
-1,498
| -9% | -$83.1K | 0.59% | 45 |
|
|
2016
Q3 | $860K | Buy |
15,877
+600
| +4% | +$32.5K | 0.64% | 43 |
|
|
2016
Q2 | $873K | Sell |
15,277
-150
| -1% | -$8.57K | 0.65% | 40 |
|
|
2016
Q1 | $921K | Buy |
15,427
+60
| +0.4% | +$3.58K | 0.75% | 37 |
|
|
2015
Q4 | $922K | Buy |
15,367
+13,801
| +881% | +$828K | 0.75% | 34 |
|
|
2015
Q3 | $89K | Buy |
1,566
+1,346
| +612% | +$76.5K | 0.08% | 139 |
|
|
2015
Q2 | $12K | Buy |
+220
| New | +$12K | 0.01% | 261 |
|