Mitchell & Pahl Private 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 | $1.78M | Buy |
19,405
+1,106
| +6% | +$101K | 0.79% | 49 |
|
|
2025
Q1 | $1.79M | Buy |
18,299
+635
| +4% | +$62.3K | 0.84% | 46 |
|
|
2024
Q4 | $1.61M | Buy |
17,664
+1,214
| +7% | +$111K | 0.75% | 52 |
|
|
2024
Q3 | $1.6M | Buy |
16,450
+1,742
| +12% | +$170K | 0.75% | 49 |
|
|
2024
Q2 | $1.15M | Buy |
14,708
+622
| +4% | +$48.4K | 0.6% | 60 |
|
|
2024
Q1 | $1.29M | Buy |
14,086
+919
| +7% | +$84K | 0.68% | 56 |
|
|
2023
Q4 | $1.26M | Sell |
13,167
-322
| -2% | -$30.9K | 0.72% | 51 |
|
|
2023
Q3 | $1.23M | Buy |
13,489
+1,655
| +14% | +$151K | 0.73% | 48 |
|
|
2023
Q2 | $1.17M | Buy |
11,834
+679
| +6% | +$67.3K | 0.71% | 48 |
|
|
2023
Q1 | $1.16M | Buy |
11,155
+566
| +5% | +$58.9K | 0.73% | 48 |
|
|
2022
Q4 | $1.05M | Buy |
10,589
+495
| +5% | +$49.1K | 0.69% | 51 |
|
|
2022
Q3 | $851K | Buy |
10,094
+1,350
| +15% | +$114K | 0.63% | 52 |
|
|
2022
Q2 | $668K | Buy |
8,744
+1,731
| +25% | +$132K | 0.46% | 81 |
|
|
2022
Q1 | $638K | Buy |
7,013
+1,423
| +25% | +$129K | 0.41% | 84 |
|
|
2021
Q4 | $654K | Buy |
5,590
+567
| +11% | +$66.3K | 0.42% | 76 |
|
|
2021
Q3 | $554K | Buy |
5,023
+104
| +2% | +$11.5K | 0.4% | 83 |
|
|
2021
Q2 | $550K | Buy |
4,919
+501
| +11% | +$56K | 0.39% | 82 |
|
|
2021
Q1 | $483K | Buy |
4,418
+467
| +12% | +$51.1K | 0.37% | 89 |
|
|
2020
Q4 | $423K | Buy |
+3,951
| New | +$423K | 0.36% | 86 |
|