Peloton Wealth Strategists’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
19,252
-1,000
| -5% | -$91.6K | 0.71% | 53 |
|
|
2025
Q1 | $1.99M | Sell |
20,252
-3,600
| -15% | -$353K | 0.83% | 47 |
|
|
2024
Q4 | $2.18M | Sell |
23,852
-5,598
| -19% | -$511K | 0.88% | 41 |
|
|
2024
Q3 | $2.87M | Sell |
29,450
-4,400
| -13% | -$429K | 1.14% | 36 |
|
|
2024
Q2 | $2.64M | Sell |
33,850
-300
| -0.9% | -$23.4K | 1.08% | 38 |
|
|
2024
Q1 | $3.12M | Sell |
34,150
-50
| -0.1% | -$4.57K | 1.27% | 33 |
|
|
2023
Q4 | $3.28M | Sell |
34,200
-2,003
| -6% | -$192K | 1.42% | 29 |
|
|
2023
Q3 | $3.3M | Sell |
36,203
-1,790
| -5% | -$163K | 1.52% | 28 |
|
|
2023
Q2 | $3.76M | Sell |
37,993
-10,595
| -22% | -$1.05M | 1.67% | 23 |
|
|
2023
Q1 | $5.06M | Sell |
48,588
-700
| -1% | -$72.9K | 2.31% | 15 |
|
|
2022
Q4 | $4.89M | Sell |
49,288
-485
| -1% | -$48.1K | 2.35% | 14 |
|
|
2022
Q3 | $4.19M | Sell |
49,773
-102
| -0.2% | -$8.6K | 2.18% | 15 |
|
|
2022
Q2 | $3.81M | Sell |
49,875
-3,007
| -6% | -$230K | 1.86% | 21 |
|
|
2022
Q1 | $4.81M | Sell |
52,882
-1,200
| -2% | -$109K | 2.01% | 17 |
|
|
2021
Q4 | $6.33M | Sell |
54,082
-715
| -1% | -$83.6K | 2.54% | 8 |
|
|
2021
Q3 | $6.05M | Sell |
54,797
-2,800
| -5% | -$309K | 2.47% | 8 |
|
|
2021
Q2 | $6.44M | Buy |
57,597
+392
| +0.7% | +$43.8K | 2.66% | 9 |
|
|
2021
Q1 | $6.25M | Buy |
57,205
+895
| +2% | +$97.8K | 2.94% | 6 |
|
|
2020
Q4 | $6.02M | Sell |
56,310
-275
| -0.5% | -$29.4K | 2.98% | 4 |
|
|
2020
Q3 | $4.86M | Buy |
56,585
+560
| +1% | +$48.1K | 2.72% | 6 |
|
|
2020
Q2 | $4.12M | Buy |
56,025
+3,375
| +6% | +$248K | 2.6% | 10 |
|
|
2020
Q1 | $3.46M | Sell |
52,650
-3,500
| -6% | -$230K | 2.82% | 4 |
|
|
2019
Q4 | $4.94M | Buy |
56,150
+650
| +1% | +$57.2K | 3% | 4 |
|
|
2019
Q3 | $4.91M | Sell |
55,500
-300
| -0.5% | -$26.5K | 3.14% | 4 |
|
|
2019
Q2 | $4.68M | Sell |
55,800
-3,000
| -5% | -$252K | 3.13% | 4 |
|
|
2019
Q1 | $4.37M | Hold |
58,800
| – | – | 3.03% | 5 |
|
|
2018
Q4 | $3.79M | Sell |
58,800
-1,500
| -2% | -$96.6K | 3.08% | 5 |
|
|
2018
Q3 | $3.43M | Sell |
60,300
-2,200
| -4% | -$125K | 2.36% | 11 |
|
|
2018
Q2 | $3.05M | Buy |
62,500
+1,250
| +2% | +$61.1K | 2.21% | 13 |
|
|
2018
Q1 | $3.55M | Hold |
61,250
| – | – | 2.67% | 7 |
|
|
2017
Q4 | $3.52M | Buy |
61,250
+1,800
| +3% | +$103K | 2.61% | 6 |
|
|
2017
Q3 | $3.19M | Buy |
59,450
+700
| +1% | +$37.6K | 2.46% | 7 |
|
|
2017
Q2 | $3.43M | Buy |
58,750
+1,800
| +3% | +$105K | 2.65% | 6 |
|
|
2017
Q1 | $3.33M | Buy |
56,950
+8,500
| +18% | +$496K | 2.74% | 7 |
|
|
2016
Q4 | $2.69M | Buy |
48,450
+4,400
| +10% | +$244K | 2.2% | 14 |
|
|
2016
Q3 | $2.39M | Buy |
+44,050
| New | +$2.39M | 1.98% | 15 |
|
|
2014
Q3 | – | Sell |
-51,200
| Closed | -$1.46M | – | 98 |
|
|
2014
Q2 | $1.46M | Buy |
+51,200
| New | +$1.46M | 1.29% | 34 |
|