Martel Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,487
| Closed | -$244K | – | 72 |
|
|
2025
Q1 | $244K | Buy |
+2,487
| New | +$244K | 0.05% | 63 |
|
|
2024
Q4 | – | Sell |
-2,071
| Closed | -$200K | – | 74 |
|
|
2024
Q3 | $200K | Sell |
2,071
-813
| -28% | -$78.5K | 0.04% | 53 |
|
|
2024
Q2 | $224K | Buy |
2,884
+12
| +0.4% | +$934 | 0.05% | 48 |
|
|
2024
Q1 | $262K | Sell |
2,872
-10
| -0.3% | -$914 | 0.06% | 45 |
|
|
2023
Q4 | $277K | Buy |
2,882
+468
| +19% | +$44.9K | 0.06% | 43 |
|
|
2023
Q3 | $220K | Buy |
2,414
+9
| +0.4% | +$821 | 0.05% | 49 |
|
|
2023
Q2 | $238K | Buy |
2,405
+8
| +0.3% | +$793 | 0.06% | 50 |
|
|
2023
Q1 | $250K | Buy |
+2,397
| New | +$250K | 0.06% | 44 |
|