Prestige Wealth Management Group’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
3,478
+2,753
+380% +$252K 0.06% 140
2025
Q1
$71.1K Sell
725
-1
-0.1% -$98 0.02% 224
2024
Q4
$66.2K Hold
726
0.01% 233
2024
Q3
$70.8K Buy
726
+275
+61% +$26.8K 0.01% 222
2024
Q2
$35.1K Sell
451
-1,840
-80% -$143K 0.01% 256
2024
Q1
$209K Buy
2,291
+9
+0.4% +$822 0.05% 149
2023
Q4
$219K Sell
2,282
-377
-14% -$36.2K 0.05% 133
2023
Q3
$243K Buy
2,659
+43
+2% +$3.92K 0.06% 122
2023
Q2
$259K Sell
2,616
-92
-3% -$9.11K 0.06% 131
2023
Q1
$282K Sell
2,708
-4,151
-61% -$432K 0.07% 127
2022
Q4
$680K Buy
6,859
+4,473
+187% +$444K 0.18% 66
2022
Q3
$201K Buy
2,386
+187
+9% +$15.8K 0.06% 137
2022
Q2
$168K Sell
2,199
-191
-8% -$14.6K 0.05% 145
2022
Q1
$218K Sell
2,390
-265
-10% -$24.2K 0.05% 132
2021
Q4
$310K Sell
2,655
-2,533
-49% -$296K 0.07% 110
2021
Q3
$572K Buy
5,188
+861
+20% +$94.9K 0.15% 64
2021
Q2
$484K Buy
4,327
+354
+9% +$39.6K 0.13% 67
2021
Q1
$434K Sell
3,973
-2,044
-34% -$223K 0.12% 69
2020
Q4
$643K Buy
6,017
+656
+12% +$70.1K 0.18% 61
2020
Q3
$461K Buy
5,361
+456
+9% +$39.2K 0.14% 77
2020
Q2
$361K Buy
4,905
+1,649
+51% +$121K 0.13% 74
2020
Q1
$214K Buy
3,256
+3,198
+5,514% +$210K 0.09% 77
2019
Q4
$5K Sell
58
-29
-33% -$2.5K ﹤0.01% 428
2019
Q3
$8K Buy
87
+32
+58% +$2.94K ﹤0.01% 364
2019
Q2
$5K Hold
55
﹤0.01% 403
2019
Q1
$4K Sell
55
-411
-88% -$29.9K ﹤0.01% 425
2018
Q4
$30K Buy
+466
New +$30K 0.02% 250