Moser Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Hold |
200
| – | – | 0.01% | 129 |
|
|
2025
Q1 | $19.6K | Sell |
200
-100
| -33% | -$9.81K | 0.01% | 117 |
|
|
2024
Q4 | $27.4K | Hold |
300
| – | – | 0.01% | 100 |
|
|
2024
Q3 | $29.2K | Hold |
300
| – | – | 0.02% | 100 |
|
|
2024
Q2 | $23.4K | Hold |
300
| – | – | 0.01% | 109 |
|
|
2024
Q1 | $27.4K | Hold |
300
| – | – | 0.02% | 104 |
|
|
2023
Q4 | $28.8K | Hold |
300
| – | – | 0.02% | 100 |
|
|
2023
Q3 | $27.4K | Hold |
300
| – | – | 0.02% | 93 |
|
|
2023
Q2 | $29.7K | Buy |
+300
| New | +$29.7K | 0.02% | 94 |
|
|
2022
Q4 | $29.8K | Hold |
300
| – | – | 0.02% | 92 |
|
|
2022
Q3 | $25K | Hold |
300
| – | – | 0.02% | 97 |
|
|
2022
Q2 | $23K | Hold |
300
| – | – | 0.02% | 100 |
|
|
2022
Q1 | $27K | Sell |
300
-19
| -6% | -$1.71K | 0.02% | 99 |
|
|
2021
Q4 | $37K | Hold |
319
| – | – | 0.02% | 99 |
|
|
2021
Q3 | $35K | Sell |
319
-150
| -32% | -$16.5K | 0.02% | 99 |
|
|
2021
Q2 | $52K | Sell |
469
-850
| -64% | -$94.2K | 0.03% | 93 |
|
|
2021
Q1 | $144K | Sell |
1,319
-81
| -6% | -$8.84K | 0.1% | 74 |
|
|
2020
Q4 | $150K | Sell |
1,400
-200
| -13% | -$21.4K | 0.11% | 68 |
|
|
2020
Q3 | $137K | Sell |
1,600
-19,035
| -92% | -$1.63M | 0.11% | 66 |
|
|
2020
Q2 | $1.52M | Sell |
20,635
-4,496
| -18% | -$331K | 1.45% | 18 |
|
|
2020
Q1 | $1.65M | Buy |
25,131
+250
| +1% | +$16.4K | 1.92% | 14 |
|
|
2019
Q4 | $2.19M | Buy |
+24,881
| New | +$2.19M | 2.1% | 12 |
|