MWM
Mission Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
21,383
-527
| -2% | -$48.3K | 0.04% | 205 |
|
|
2025
Q1 | $2.15M | Buy |
21,910
+2,464
| +13% | +$242K | 0.05% | 179 |
|
|
2024
Q4 | $1.77M | Sell |
19,446
-2,117
| -10% | -$193K | 0.04% | 192 |
|
|
2024
Q3 | $2.1M | Buy |
21,563
+2,456
| +13% | +$239K | 0.05% | 165 |
|
|
2024
Q2 | $1.49M | Sell |
19,107
-7,899
| -29% | -$615K | 0.04% | 197 |
|
|
2024
Q1 | $2.47M | Sell |
27,006
-2,807
| -9% | -$257K | 0.06% | 152 |
|
|
2023
Q4 | $2.86M | Buy |
29,813
+2,071
| +7% | +$199K | 0.09% | 111 |
|
|
2023
Q3 | $2.53M | Sell |
27,742
-69
| -0.2% | -$6.3K | 0.09% | 107 |
|
|
2023
Q2 | $2.75M | Sell |
27,811
-300
| -1% | -$29.7K | 0.1% | 99 |
|
|
2023
Q1 | $2.93M | Buy |
28,111
+877
| +3% | +$91.3K | 0.12% | 92 |
|
|
2022
Q4 | $2.7M | Sell |
27,234
-214
| -0.8% | -$21.2K | 0.13% | 98 |
|
|
2022
Q3 | $2.31M | Buy |
27,448
+2,869
| +12% | +$242K | 0.12% | 97 |
|
|
2022
Q2 | $1.88M | Sell |
24,579
-898
| -4% | -$68.6K | 0.1% | 110 |
|
|
2022
Q1 | $2.32M | Buy |
25,477
+1,304
| +5% | +$119K | 0.11% | 100 |
|
|
2021
Q4 | $2.83M | Sell |
24,173
-294
| -1% | -$34.4K | 0.13% | 87 |
|
|
2021
Q3 | $2.7M | Buy |
24,467
+1,297
| +6% | +$143K | 0.14% | 81 |
|
|
2021
Q2 | $2.59M | Buy |
23,170
+1,273
| +6% | +$142K | 0.14% | 81 |
|
|
2021
Q1 | $2.39M | Buy |
21,897
+1,695
| +8% | +$185K | 0.14% | 78 |
|
|
2020
Q4 | $2.16M | Sell |
20,202
-289
| -1% | -$30.9K | 0.14% | 79 |
|
|
2020
Q3 | $1.76M | Sell |
20,491
-848
| -4% | -$72.9K | 0.13% | 81 |
|
|
2020
Q2 | $1.57M | Buy |
21,339
+11,887
| +126% | +$875K | 0.14% | 86 |
|
|
2020
Q1 | $621K | Sell |
9,452
-14,378
| -60% | -$945K | 0.07% | 133 |
|
|
2019
Q4 | $2.1M | Sell |
23,830
-803
| -3% | -$70.6K | 0.2% | 68 |
|
|
2019
Q3 | $2.18M | Buy |
24,633
+15,840
| +180% | +$1.4M | 0.23% | 59 |
|
|
2019
Q2 | $737K | Sell |
8,793
-874
| -9% | -$73.3K | 0.08% | 124 |
|
|
2019
Q1 | $719K | Buy |
9,667
+255
| +3% | +$19K | 0.08% | 123 |
|
|
2018
Q4 | $606K | Buy |
9,412
+235
| +3% | +$15.1K | 0.08% | 125 |
|
|
2018
Q3 | $522K | Buy |
9,177
+4,298
| +88% | +$244K | 0.07% | 146 |
|
|
2018
Q2 | $238K | Buy |
4,879
+687
| +16% | +$33.5K | 0.04% | 224 |
|
|
2018
Q1 | $243K | Hold |
4,192
| – | – | 0.04% | 192 |
|
|
2017
Q4 | $241K | Buy |
+4,192
| New | +$241K | 0.04% | 184 |
|
|
2017
Q3 | – | Sell |
-4,364
| Closed | -$254K | – | 214 |
|
|
2017
Q2 | $254K | Sell |
4,364
-1,975
| -31% | -$115K | 0.05% | 155 |
|
|
2017
Q1 | $370K | Sell |
6,339
-2,080
| -25% | -$121K | 0.07% | 120 |
|
|
2016
Q4 | $467K | Buy |
8,419
+1,147
| +16% | +$63.6K | 0.09% | 97 |
|
|
2016
Q3 | $394K | Buy |
7,272
+2,255
| +45% | +$122K | 0.1% | 103 |
|
|
2016
Q2 | $287K | Sell |
5,017
-34
| -0.7% | -$1.95K | 0.08% | 115 |
|
|
2016
Q1 | $302K | Buy |
+5,051
| New | +$302K | 0.08% | 108 |
|