Paladin Advisory Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $184K | Hold |
2,013
| – | – | 0.14% | 87 |
|
2025
Q1 | $197K | Hold |
2,013
| – | – | 0.16% | 81 |
|
2024
Q4 | $184K | Hold |
2,013
| – | – | 0.14% | 86 |
|
2024
Q3 | $196K | Hold |
2,013
| – | – | 0.14% | 85 |
|
2024
Q2 | $155K | Hold |
2,013
| – | – | 0.12% | 92 |
|
2024
Q1 | $184K | Hold |
2,013
| – | – | 0.15% | 87 |
|
2023
Q4 | $193K | Sell |
2,013
-522
| -21% | -$50.1K | 0.16% | 87 |
|
2023
Q3 | $231K | Buy |
2,535
+2
| +0.1% | +$183 | 0.2% | 83 |
|
2023
Q2 | $251K | Buy |
2,533
+2
| +0.1% | +$198 | 0.2% | 81 |
|
2023
Q1 | $264K | Buy |
+2,531
| New | +$264K | 0.22% | 81 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 187 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 192 |
|
2022
Q2 | – | Sell |
-2,522
| Closed | -$230K | – | 192 |
|
2022
Q1 | $230K | Buy |
+2,522
| New | +$230K | 0.19% | 89 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 187 |
|