Personal CFO Solutions’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.19M | Buy |
12,936
+3,682
| +40% | +$337K | 0.22% | 88 |
|
2025
Q1 | $908K | Buy |
9,254
+5,151
| +126% | +$505K | 0.18% | 112 |
|
2024
Q4 | $374K | Sell |
4,103
-17
| -0.4% | -$1.55K | 0.07% | 257 |
|
2024
Q3 | $402K | Sell |
4,120
-1,400
| -25% | -$136K | 0.06% | 318 |
|
2024
Q2 | $430K | Sell |
5,520
-1,017
| -16% | -$79.2K | 0.07% | 284 |
|
2024
Q1 | $597K | Sell |
6,537
-30
| -0.5% | -$2.74K | 0.09% | 210 |
|
2023
Q4 | $631K | Buy |
6,567
+537
| +9% | +$51.6K | 0.11% | 188 |
|
2023
Q3 | $550K | Buy |
6,030
+1,468
| +32% | +$134K | 0.11% | 179 |
|
2023
Q2 | $452K | Buy |
4,562
+244
| +6% | +$24.2K | 0.09% | 222 |
|
2023
Q1 | $450K | Buy |
4,318
+440
| +11% | +$45.8K | 0.09% | 212 |
|
2022
Q4 | $385K | Sell |
3,878
-1,482
| -28% | -$147K | 0.08% | 232 |
|
2022
Q3 | $452K | Buy |
5,360
+521
| +11% | +$43.9K | 0.11% | 168 |
|
2022
Q2 | $370K | Buy |
4,839
+396
| +9% | +$30.3K | 0.09% | 216 |
|
2022
Q1 | $404K | Sell |
4,443
-6,853
| -61% | -$623K | 0.08% | 241 |
|
2021
Q4 | $1.32M | Sell |
11,296
-381
| -3% | -$44.6K | 0.25% | 77 |
|
2021
Q3 | $1.29M | Sell |
11,677
-1,401
| -11% | -$155K | 0.26% | 78 |
|
2021
Q2 | $1.46M | Sell |
13,078
-813
| -6% | -$90.9K | 0.3% | 65 |
|
2021
Q1 | $1.52M | Buy |
13,891
+283
| +2% | +$30.9K | 0.33% | 61 |
|
2020
Q4 | $1.46M | Buy |
13,608
+1,300
| +11% | +$139K | 0.36% | 59 |
|
2020
Q3 | $1K | Buy |
12,308
+195
| +2% | +$16 | 0.33% | 116 |
|
2020
Q2 | $891K | Buy |
12,113
+3,805
| +46% | +$280K | 0.26% | 82 |
|
2020
Q1 | $546K | Buy |
8,308
+1,218
| +17% | +$80K | 0.2% | 110 |
|
2019
Q4 | $622K | Sell |
7,090
-6,643
| -48% | -$583K | 0.18% | 118 |
|
2019
Q3 | $1.22M | Buy |
+13,733
| New | +$1.22M | 0.48% | 46 |
|