Mascoma 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 | $36K | Hold |
393
| – | – | 0.01% | 218 |
|
|
2025
Q1 | $38.5K | Hold |
393
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $35.9K | Buy |
393
+60
| +18% | +$5.48K | 0.01% | 227 |
|
|
2024
Q3 | $32.5K | Hold |
333
| – | – | 0.01% | 229 |
|
|
2024
Q2 | $25.9K | Hold |
333
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $30.4K | Hold |
333
| – | – | 0.01% | 228 |
|
|
2023
Q4 | $32K | Hold |
333
| – | – | 0.01% | 226 |
|
|
2023
Q3 | $30.4K | Hold |
333
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $33.5K | Sell |
333
-138
| -29% | -$13.9K | 0.01% | 218 |
|
|
2023
Q1 | $53.8K | Hold |
471
| – | – | 0.02% | 225 |
|
|
2022
Q4 | $46.7K | Hold |
471
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $40K | Hold |
471
| – | – | 0.01% | 254 |
|
|
2022
Q2 | $36K | Hold |
471
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $43K | Hold |
471
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $55K | Hold |
471
| – | – | 0.02% | 212 |
|
|
2021
Q3 | $52K | Buy |
+471
| New | +$52K | 0.02% | 203 |
|
|
2021
Q2 | – | Sell |
-471
| Closed | -$51K | – | 367 |
|
|
2021
Q1 | $51K | Buy |
+471
| New | +$51K | 0.02% | 204 |
|
|
2019
Q3 | – | Sell |
-330
| Closed | -$28K | – | 287 |
|
|
2019
Q2 | $28K | Hold |
330
| – | – | 0.02% | 206 |
|
|
2019
Q1 | $25K | Sell |
330
-80
| -20% | -$6.06K | 0.02% | 209 |
|
|
2018
Q4 | $26K | Hold |
410
| – | – | 0.02% | 193 |
|
|
2018
Q3 | $23K | Hold |
410
| – | – | 0.02% | 224 |
|
|
2018
Q2 | $20K | Hold |
410
| – | – | 0.01% | 221 |
|
|
2018
Q1 | $24K | Hold |
410
| – | – | 0.02% | 207 |
|
|
2017
Q4 | $23K | Buy |
410
+80
| +24% | +$4.49K | 0.01% | 205 |
|
|
2017
Q3 | $18K | Hold |
330
| – | – | 0.01% | 241 |
|
|
2017
Q2 | $19K | Sell |
330
-400
| -55% | -$23K | 0.01% | 242 |
|
|
2017
Q1 | $43K | Hold |
730
| – | – | 0.03% | 152 |
|
|
2016
Q4 | $41K | Buy |
+730
| New | +$41K | 0.03% | 155 |
|