Peterson Wealth Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.6K | Buy |
793
+5
| +0.6% | +$458 | 0.02% | 152 |
|
|
2025
Q1 | $77.3K | Buy |
788
+4
| +0.5% | +$392 | 0.02% | 150 |
|
|
2024
Q4 | $71.6K | Buy |
784
+4
| +0.5% | +$365 | 0.02% | 148 |
|
|
2024
Q3 | $76.1K | Buy |
+780
| New | +$76.1K | 0.02% | 149 |
|
|
2024
Q1 | – | Sell |
-28,154
| Closed | -$2.7M | – | 115 |
|
|
2023
Q4 | $2.7M | Buy |
28,154
+304
| +1% | +$29.2K | 1.16% | 27 |
|
|
2023
Q3 | $2.54M | Buy |
27,850
+1,047
| +4% | +$95.6K | 1.9% | 23 |
|
|
2023
Q2 | $2.65M | Buy |
26,803
+1,437
| +6% | +$142K | 1.27% | 23 |
|
|
2023
Q1 | $2.64M | Sell |
25,366
-1,295
| -5% | -$135K | 1.36% | 23 |
|
|
2022
Q4 | $2.64M | Buy |
26,661
+395
| +2% | +$39.2K | 1.51% | 19 |
|
|
2022
Q3 | $2.21M | Buy |
26,266
+434
| +2% | +$36.6K | 1.57% | 21 |
|
|
2022
Q2 | $1.97M | Buy |
25,832
+1,385
| +6% | +$106K | 1.42% | 27 |
|
|
2022
Q1 | $2.22M | Buy |
24,447
+2,176
| +10% | +$198K | 1.37% | 29 |
|
|
2021
Q4 | $2.61M | Buy |
+22,271
| New | +$2.61M | 1.73% | 22 |
|