Physician Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
2,883
+55
| +2% | +$5.04K | 0.04% | 149 |
|
|
2025
Q1 | $277K | Buy |
2,828
+20
| +0.7% | +$1.96K | 0.05% | 143 |
|
|
2024
Q4 | $256K | Sell |
2,808
-88
| -3% | -$8.03K | 0.04% | 153 |
|
|
2024
Q3 | $275K | Sell |
2,896
-12
| -0.4% | -$1.14K | 0.05% | 145 |
|
|
2024
Q2 | $220K | Sell |
2,908
-12
| -0.4% | -$906 | 0.04% | 167 |
|
|
2024
Q1 | $249K | Sell |
2,920
-36
| -1% | -$3.08K | 0.05% | 139 |
|
|
2023
Q4 | $275K | Hold |
2,956
| – | – | 0.06% | 125 |
|
|
2023
Q3 | $274K | Hold |
2,956
| – | – | 0.07% | 112 |
|
|
2023
Q2 | $293K | Buy |
2,956
+160
| +6% | +$15.9K | 0.07% | 113 |
|
|
2023
Q1 | $300K | Buy |
2,796
+1
| +0% | +$107 | 0.08% | 105 |
|
|
2022
Q4 | $298K | Hold |
2,795
| – | – | 0.08% | 111 |
|
|
2022
Q3 | $252K | Buy |
2,795
+1
| +0% | +$90 | 0.08% | 123 |
|
|
2022
Q2 | $237K | Buy |
2,794
+7
| +0.3% | +$594 | 0.07% | 134 |
|
|
2022
Q1 | $228K | Buy |
2,787
+1
| +0% | +$82 | 0.06% | 141 |
|
|
2021
Q4 | $300K | Hold |
2,786
| – | – | 0.08% | 125 |
|
|
2021
Q3 | $310K | Hold |
2,786
| – | – | 0.09% | 118 |
|
|
2021
Q2 | $342K | Sell |
2,786
-46
| -2% | -$5.65K | 0.1% | 108 |
|
|
2021
Q1 | $314K | Hold |
2,832
| – | – | 0.1% | 106 |
|
|
2020
Q4 | $297K | Buy |
2,832
+1
| +0% | +$105 | 0.1% | 106 |
|
|
2020
Q3 | $243K | Hold |
2,831
| – | – | 0.1% | 112 |
|
|
2020
Q2 | $219K | Buy |
2,831
+135
| +5% | +$10.4K | 0.09% | 123 |
|
|
2020
Q1 | $209K | Sell |
2,696
-67
| -2% | -$5.19K | 0.1% | 100 |
|
|
2019
Q4 | $252K | Hold |
2,763
| – | – | 0.11% | 96 |
|
|
2019
Q3 | $231K | Buy |
+2,763
| New | +$231K | 0.11% | 93 |
|