Naviter 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 | $1.08M | Buy |
11,733
+4,826
| +70% | +$442K | 0.13% | 163 |
|
|
2025
Q1 | $675K | Sell |
6,907
-1,251
| -15% | -$122K | 0.08% | 191 |
|
|
2024
Q4 | $744K | Sell |
8,158
-13,329
| -62% | -$1.22M | 0.09% | 188 |
|
|
2024
Q3 | $2.09M | Buy |
21,487
+2,858
| +15% | +$279K | 0.29% | 99 |
|
|
2024
Q2 | $1.45M | Buy |
18,629
+2,068
| +12% | +$161K | 0.22% | 130 |
|
|
2024
Q1 | $1.51M | Buy |
16,561
+3,050
| +23% | +$279K | 0.25% | 117 |
|
|
2023
Q4 | $1.3M | Buy |
13,511
+2,380
| +21% | +$229K | 0.26% | 102 |
|
|
2023
Q3 | $1.02M | Buy |
11,131
+1,172
| +12% | +$107K | 0.25% | 96 |
|
|
2023
Q2 | $987K | Buy |
9,959
+995
| +11% | +$98.6K | 0.25% | 104 |
|
|
2023
Q1 | $933K | Sell |
8,964
-995
| -10% | -$104K | 0.33% | 91 |
|
|
2022
Q4 | $1.06M | Buy |
9,959
+1,996
| +25% | +$213K | 0.29% | 86 |
|
|
2022
Q3 | $671K | Buy |
7,963
+366
| +5% | +$30.8K | 0.27% | 89 |
|
|
2022
Q2 | $580K | Buy |
+7,597
| New | +$580K | 0.24% | 107 |
|