Mosaic Family Wealth Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
2,681
-247
| -8% | -$22.6K | 0.03% | 198 |
|
|
2025
Q1 | $287K | Buy |
2,928
+110
| +4% | +$10.8K | 0.04% | 176 |
|
|
2024
Q4 | $257K | Sell |
2,818
-227
| -7% | -$20.7K | 0.04% | 177 |
|
|
2024
Q3 | $297K | Buy |
+3,045
| New | +$297K | 0.04% | 166 |
|
|
2024
Q2 | – | Sell |
-2,625
| Closed | -$240K | – | 206 |
|
|
2024
Q1 | $240K | Buy |
2,625
+298
| +13% | +$27.2K | 0.04% | 185 |
|
|
2023
Q4 | $223K | Sell |
2,327
-186
| -7% | -$17.9K | 0.04% | 178 |
|
|
2023
Q3 | $229K | Buy |
2,513
+6
| +0.2% | +$548 | 0.05% | 166 |
|
|
2023
Q2 | $248K | Buy |
2,507
+1
| +0% | +$99 | 0.05% | 161 |
|
|
2023
Q1 | $261K | Sell |
2,506
-6
| -0.2% | -$625 | 0.05% | 151 |
|
|
2022
Q4 | $249K | Buy |
+2,512
| New | +$249K | 0.07% | 153 |
|