Marks Group 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 | $2.1M | Sell |
22,951
-1,545
| -6% | -$142K | 0.2% | 118 |
|
|
2025
Q1 | $2.4M | Buy |
24,496
+2
| +0% | +$196 | 0.23% | 108 |
|
|
2024
Q4 | $2.24M | Sell |
24,494
-515
| -2% | -$47K | 0.22% | 110 |
|
|
2024
Q3 | $2.44M | Sell |
25,009
-90
| -0.4% | -$8.77K | 0.23% | 106 |
|
|
2024
Q2 | $1.95M | Buy |
25,099
+5,146
| +26% | +$401K | 0.21% | 119 |
|
|
2024
Q1 | $1.82M | Sell |
19,953
-1,253
| -6% | -$115K | 0.19% | 129 |
|
|
2023
Q4 | $2.04M | Sell |
21,206
-1,467
| -6% | -$141K | 0.23% | 124 |
|
|
2023
Q3 | $2.07M | Sell |
22,673
-996
| -4% | -$90.9K | 0.26% | 117 |
|
|
2023
Q2 | $2.34M | Buy |
23,669
+3,969
| +20% | +$393K | 0.28% | 110 |
|
|
2023
Q1 | $2.05M | Buy |
19,700
+945
| +5% | +$98.4K | 0.26% | 117 |
|
|
2022
Q4 | $1.86M | Buy |
18,755
+893
| +5% | +$88.6K | 0.25% | 117 |
|
|
2022
Q3 | $1.51M | Buy |
17,862
+5,103
| +40% | +$430K | 0.23% | 123 |
|
|
2022
Q2 | $975K | Buy |
12,759
+1,578
| +14% | +$121K | 0.14% | 161 |
|
|
2022
Q1 | $1.02M | Buy |
11,181
+666
| +6% | +$60.6K | 0.13% | 165 |
|
|
2021
Q4 | $1.23M | Buy |
10,515
+1,653
| +19% | +$194K | 0.15% | 148 |
|
|
2021
Q3 | $985K | Buy |
8,862
+2,214
| +33% | +$246K | 0.13% | 153 |
|
|
2021
Q2 | $741K | Buy |
6,648
+105
| +2% | +$11.7K | 0.1% | 158 |
|
|
2021
Q1 | $711K | Buy |
6,543
+181
| +3% | +$19.7K | 0.11% | 155 |
|
|
2020
Q4 | $681K | Buy |
6,362
+3,187
| +100% | +$341K | 0.11% | 156 |
|
|
2020
Q3 | $273K | Buy |
3,175
+10
| +0.3% | +$860 | 0.05% | 210 |
|
|
2020
Q2 | $233K | Buy |
+3,165
| New | +$233K | 0.05% | 213 |
|
|
2020
Q1 | – | Sell |
-2,864
| Closed | -$252K | – | 242 |
|
|
2019
Q4 | $252K | Buy |
+2,864
| New | +$252K | 0.05% | 216 |
|