Palisades Hudson Asset Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
2,348
| – | – | 0.08% | 100 |
|
|
2025
Q1 | $231K | Hold |
2,348
| – | – | 0.1% | 87 |
|
|
2024
Q4 | $215K | Hold |
2,348
| – | – | 0.09% | 97 |
|
|
2024
Q3 | $229K | Buy |
+2,348
| New | +$229K | 0.1% | 89 |
|
|
2024
Q2 | – | Sell |
-2,348
| Closed | -$215K | – | 99 |
|
|
2024
Q1 | $215K | Hold |
2,348
| – | – | 0.1% | 91 |
|
|
2023
Q4 | $226K | Hold |
2,348
| – | – | 0.11% | 86 |
|
|
2023
Q3 | $215K | Hold |
2,348
| – | – | 0.12% | 88 |
|
|
2023
Q2 | $233K | Hold |
2,348
| – | – | 0.12% | 90 |
|
|
2023
Q1 | $245K | Hold |
2,348
| – | – | 0.13% | 87 |
|
|
2022
Q4 | $233K | Buy |
+2,348
| New | +$233K | 0.13% | 95 |
|
|
2022
Q2 | – | Sell |
-2,320
| Closed | -$211K | – | 110 |
|
|
2022
Q1 | $211K | Hold |
2,320
| – | – | 0.1% | 109 |
|
|
2021
Q4 | $271K | Hold |
2,320
| – | – | 0.12% | 98 |
|
|
2021
Q3 | $256K | Hold |
2,320
| – | – | 0.12% | 94 |
|
|
2021
Q2 | $259K | Hold |
2,320
| – | – | 0.12% | 96 |
|
|
2021
Q1 | $254K | Hold |
2,320
| – | – | 0.12% | 94 |
|
|
2020
Q4 | $248K | Buy |
+2,320
| New | +$248K | 0.13% | 90 |
|
|
2020
Q1 | – | Sell |
-2,320
| Closed | -$204K | – | 105 |
|
|
2019
Q4 | $204K | Hold |
2,320
| – | – | 0.13% | 104 |
|
|
2019
Q3 | $205K | Buy |
+2,320
| New | +$205K | 0.14% | 96 |
|
|
2016
Q1 | – | Sell |
-3,572
| Closed | -$214K | – | 99 |
|
|
2015
Q4 | $214K | Hold |
3,572
| – | – | 0.18% | 89 |
|
|
2015
Q3 | $203K | Sell |
3,572
-748
| -17% | -$42.5K | 0.18% | 83 |
|
|
2015
Q2 | $231K | Hold |
4,320
| – | – | 0.2% | 80 |
|
|
2015
Q1 | $205K | Buy |
+4,320
| New | +$205K | 0.16% | 86 |
|