MBL Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
2,523
+251
| +11% | +$23K | 0.02% | 215 |
|
|
2025
Q1 | $223K | Buy |
+2,272
| New | +$223K | 0.02% | 217 |
|
|
2024
Q1 | – | Sell |
-2,230
| Closed | -$214K | – | 203 |
|
|
2023
Q4 | $214K | Sell |
2,230
-50
| -2% | -$4.8K | 0.03% | 172 |
|
|
2023
Q3 | $208K | Sell |
2,280
-3,106
| -58% | -$284K | 0.03% | 160 |
|
|
2023
Q2 | $534K | Buy |
5,386
+3,296
| +158% | +$327K | 0.08% | 105 |
|
|
2023
Q1 | $218K | Buy |
+2,090
| New | +$218K | 0.03% | 146 |
|
|
2022
Q2 | – | Sell |
-2,760
| Closed | -$251K | – | 170 |
|
|
2022
Q1 | $251K | Buy |
+2,760
| New | +$251K | 0.06% | 145 |
|
|
2021
Q1 | $327K | Sell |
2,992
-4
| -0.1% | -$437 | 0.11% | 109 |
|
|
2020
Q4 | $321K | Buy |
+2,996
| New | +$321K | 0.13% | 97 |
|