Planning Center Inc’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
3,382
-870
| -20% | -$79.7K | 0.03% | 58 |
|
|
2025
Q1 | $417K | Buy |
4,252
+8
| +0.2% | +$785 | 0.05% | 50 |
|
|
2024
Q4 | $387K | Sell |
4,244
-249
| -6% | -$22.7K | 0.05% | 46 |
|
|
2024
Q3 | $438K | Buy |
4,493
+7
| +0.2% | +$682 | 0.05% | 47 |
|
|
2024
Q2 | $349K | Buy |
4,486
+8
| +0.2% | +$623 | 0.05% | 50 |
|
|
2024
Q1 | $409K | Buy |
4,478
+9
| +0.2% | +$823 | 0.09% | 40 |
|
|
2023
Q4 | $429K | Buy |
4,469
+54
| +1% | +$5.19K | 0.1% | 37 |
|
|
2023
Q3 | $403K | Sell |
4,415
-68
| -2% | -$6.21K | 0.1% | 35 |
|
|
2023
Q2 | $444K | Buy |
4,483
+30
| +0.7% | +$2.97K | 0.11% | 33 |
|
|
2023
Q1 | $476K | Buy |
4,453
+8
| +0.2% | +$856 | 0.13% | 32 |
|
|
2022
Q4 | $441K | Buy |
4,445
+7
| +0.2% | +$694 | 0.13% | 39 |
|
|
2022
Q3 | $383K | Sell |
4,438
-113
| -2% | -$9.75K | 0.3% | 26 |
|
|
2022
Q2 | $359K | Buy |
4,551
+9
| +0.2% | +$710 | 0.28% | 27 |
|
|
2022
Q1 | $413K | Buy |
4,542
+7
| +0.2% | +$637 | 1.19% | 23 |
|
|
2021
Q4 | $443K | Buy |
+4,535
| New | +$443K | 0.35% | 23 |
|