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 |
|