Octavia 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 | $319K | Sell |
3,476
-424
| -11% | -$38.9K | 0.04% | 158 |
|
|
2025
Q1 | $383K | Sell |
3,900
-270
| -6% | -$26.5K | 0.05% | 145 |
|
|
2024
Q4 | $380K | Buy |
4,170
+95
| +2% | +$8.67K | 0.05% | 140 |
|
|
2024
Q3 | $397K | Buy |
4,075
+63
| +2% | +$6.14K | 0.05% | 143 |
|
|
2024
Q2 | $312K | Sell |
4,012
-102
| -2% | -$7.94K | 0.04% | 162 |
|
|
2024
Q1 | $376K | Sell |
4,114
-275
| -6% | -$25.1K | 0.06% | 147 |
|
|
2023
Q4 | $421K | Buy |
4,389
+1,971
| +82% | +$189K | 0.07% | 136 |
|
|
2023
Q3 | $221K | Buy |
+2,418
| New | +$221K | 0.04% | 181 |
|
|
2022
Q1 | – | Sell |
-1,933
| Closed | -$226K | – | 206 |
|
|
2021
Q4 | $226K | Sell |
1,933
-71
| -4% | -$8.3K | 0.05% | 178 |
|
|
2021
Q3 | $221K | Buy |
+2,004
| New | +$221K | 0.06% | 168 |
|