PDS Planning’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
7,751
+159
| +2% | +$14.6K | 0.05% | 175 |
|
|
2025
Q1 | $745K | Buy |
7,592
+569
| +8% | +$55.8K | 0.06% | 152 |
|
|
2024
Q4 | $641K | Buy |
7,023
+372
| +6% | +$33.9K | 0.06% | 149 |
|
|
2024
Q3 | $648K | Sell |
6,651
-53
| -0.8% | -$5.17K | 0.06% | 151 |
|
|
2024
Q2 | $522K | Buy |
6,704
+340
| +5% | +$26.5K | 0.05% | 167 |
|
|
2024
Q1 | $582K | Buy |
6,364
+140
| +2% | +$12.8K | 0.06% | 142 |
|
|
2023
Q4 | $598K | Buy |
6,224
+34
| +0.5% | +$3.26K | 0.07% | 122 |
|
|
2023
Q3 | $565K | Sell |
6,190
-36
| -0.6% | -$3.29K | 0.07% | 114 |
|
|
2023
Q2 | $617K | Buy |
6,226
+306
| +5% | +$30.3K | 0.08% | 111 |
|
|
2023
Q1 | $616K | Buy |
5,920
+1,796
| +44% | +$187K | 0.09% | 102 |
|
|
2022
Q4 | $409K | Buy |
4,124
+138
| +3% | +$13.7K | 0.07% | 117 |
|
|
2022
Q3 | $336K | Sell |
3,986
-216
| -5% | -$18.2K | 0.06% | 122 |
|
|
2022
Q2 | $321K | Sell |
4,202
-311
| -7% | -$23.8K | 0.06% | 130 |
|
|
2022
Q1 | $411K | Sell |
4,513
-92
| -2% | -$8.38K | 0.07% | 113 |
|
|
2021
Q4 | $539K | Buy |
4,605
+261
| +6% | +$30.5K | 0.1% | 86 |
|
|
2021
Q3 | $479K | Buy |
4,344
+206
| +5% | +$22.7K | 0.11% | 90 |
|
|
2021
Q2 | $463K | Buy |
4,138
+159
| +4% | +$17.8K | 0.11% | 92 |
|
|
2021
Q1 | $435K | Buy |
3,979
+339
| +9% | +$37.1K | 0.13% | 87 |
|
|
2020
Q4 | $389K | Buy |
3,640
+985
| +37% | +$105K | 0.13% | 83 |
|
|
2020
Q3 | $228K | Buy |
+2,655
| New | +$228K | 0.09% | 118 |
|