Phillips Wealth Planners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
7,343
+1,229
| +20% | +$117K | 0.63% | 48 |
|
|
2025
Q1 | $522K | Buy |
6,114
+958
| +19% | +$81.8K | 0.55% | 60 |
|
|
2024
Q4 | $476K | Buy |
5,156
+1,739
| +51% | +$160K | 0.48% | 70 |
|
|
2024
Q3 | $326K | Buy |
+3,417
| New | +$326K | 0.31% | 118 |
|
|
2023
Q3 | – | Sell |
-2,383
| Closed | -$236K | – | 158 |
|
|
2023
Q2 | $236K | Buy |
+2,383
| New | +$236K | 0.31% | 124 |
|