NewEdge 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
$7.2M Buy
79,116
+22,511
+40% +$2.05M 0.11% 152
2025
Q1
$5.55M Buy
56,605
+4,324
+8% +$424K 0.1% 167
2024
Q4
$4.77M Sell
52,281
-12,585
-19% -$1.15M 0.08% 194
2024
Q3
$6.32M Sell
64,866
-448
-0.7% -$43.7K 0.11% 159
2024
Q2
$5.08M Sell
65,314
-16,774
-20% -$1.31M 0.11% 163
2024
Q1
$6.15M Buy
82,088
+4,336
+6% +$325K 0.14% 133
2023
Q4
$7.46M Sell
77,752
-866
-1% -$83.1K 0.19% 117
2023
Q3
$7.18M Sell
78,618
-9,351
-11% -$853K 0.23% 109
2023
Q2
$8.71M Buy
87,969
+6,200
+8% +$614K 0.29% 93
2023
Q1
$8.51M Sell
81,769
-8,993
-10% -$936K 0.32% 85
2022
Q4
$9M Sell
90,762
-3,632
-4% -$360K 0.39% 79
2022
Q3
$7.95M Buy
94,394
+4,025
+4% +$339K 0.38% 78
2022
Q2
$6.9M Buy
90,369
+33,324
+58% +$2.55M 0.31% 80
2022
Q1
$5.19M Buy
57,045
+4,439
+8% +$404K 0.23% 107
2021
Q4
$6.15M Buy
+52,606
New +$6.15M 0.26% 96