Perfromance Wealth Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $383K | Sell |
4,183
-324
| -7% | -$29.7K | 0.01% | 135 |
|
2025
Q1 | $442K | Buy |
4,507
+156
| +4% | +$15.3K | 0.02% | 102 |
|
2024
Q4 | $397K | Sell |
4,351
-49
| -1% | -$4.47K | 0.01% | 117 |
|
2024
Q3 | $429K | Buy |
+4,400
| New | +$429K | 0.01% | 115 |
|
2024
Q1 | – | Sell |
-64,359
| Closed | -$6.18M | – | 181 |
|
2023
Q4 | $6.18M | Sell |
64,359
-12,145
| -16% | -$1.17M | 0.27% | 28 |
|
2023
Q3 | $6.98M | Sell |
76,504
-4,553
| -6% | -$416K | 0.34% | 29 |
|
2023
Q2 | $7.98M | Sell |
81,057
-4,875
| -6% | -$480K | 0.37% | 23 |
|
2023
Q1 | $8.95M | Sell |
85,932
-1,234
| -1% | -$128K | 0.46% | 22 |
|
2022
Q4 | $8.65M | Sell |
87,166
-2,819
| -3% | -$280K | 0.52% | 22 |
|
2022
Q3 | $7.58M | Sell |
89,985
-37
| -0% | -$3.12K | 0.44% | 22 |
|
2022
Q2 | $6.88M | Sell |
90,022
-3,350
| -4% | -$256K | 0.39% | 28 |
|
2022
Q1 | $8.49M | Sell |
93,372
-131
| -0.1% | -$11.9K | 0.37% | 28 |
|
2021
Q4 | $10.9M | Buy |
+93,503
| New | +$10.9M | 0.44% | 28 |
|