Pinnacle Wealth Planning 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 | $631K | Buy |
6,883
+220
| +3% | +$20.2K | 0.08% | 154 |
|
|
2025
Q1 | $654K | Buy |
6,663
+896
| +16% | +$87.9K | 0.1% | 126 |
|
|
2024
Q4 | $526K | Buy |
5,767
+218
| +4% | +$19.9K | 0.08% | 151 |
|
|
2024
Q3 | $541K | Buy |
5,549
+821
| +17% | +$80K | 0.07% | 179 |
|
|
2024
Q2 | $368K | Sell |
4,728
-680
| -13% | -$52.9K | 0.05% | 232 |
|
|
2024
Q1 | $494K | Sell |
5,408
-18
| -0.3% | -$1.65K | 0.07% | 194 |
|
|
2023
Q4 | $521K | Sell |
5,426
-133
| -2% | -$12.8K | 0.08% | 170 |
|
|
2023
Q3 | $507K | Buy |
5,559
+6
| +0.1% | +$548 | 0.08% | 157 |
|
|
2023
Q2 | $550K | Sell |
5,553
-338
| -6% | -$33.5K | 0.09% | 155 |
|
|
2023
Q1 | $613K | Buy |
5,891
+12
| +0.2% | +$1.25K | 0.1% | 141 |
|
|
2022
Q4 | $583K | Sell |
5,879
-406
| -6% | -$40.3K | 0.1% | 139 |
|
|
2022
Q3 | $530K | Sell |
6,285
-190
| -3% | -$16K | 0.1% | 132 |
|
|
2022
Q2 | $495K | Buy |
6,475
+3,059
| +90% | +$234K | 0.09% | 157 |
|
|
2022
Q1 | $311K | Sell |
3,416
-850
| -20% | -$77.4K | 0.06% | 263 |
|
|
2021
Q4 | $499K | Sell |
4,266
-1,100
| -20% | -$129K | 0.1% | 153 |
|
|
2021
Q3 | $592K | Buy |
5,366
+1,392
| +35% | +$154K | 0.13% | 120 |
|
|
2021
Q2 | $444K | Buy |
3,974
+41
| +1% | +$4.58K | 0.1% | 153 |
|
|
2021
Q1 | $430K | Buy |
3,933
+410
| +12% | +$44.8K | 0.11% | 150 |
|
|
2020
Q4 | $376K | Sell |
3,523
-56
| -2% | -$5.98K | 0.09% | 148 |
|
|
2020
Q3 | $308K | Buy |
3,579
+262
| +8% | +$22.5K | 0.1% | 164 |
|
|
2020
Q2 | $244K | Sell |
3,317
-427
| -11% | -$31.4K | 0.08% | 186 |
|
|
2020
Q1 | $245K | Buy |
3,744
+836
| +29% | +$54.7K | 0.12% | 159 |
|
|
2019
Q4 | $255K | Buy |
2,908
+475
| +20% | +$41.7K | 0.12% | 175 |
|
|
2019
Q3 | $215K | Buy |
+2,433
| New | +$215K | 0.12% | 170 |
|