Principle Wealth Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Sell |
10,376
-485
| -4% | -$44.4K | 0.06% | 165 |
|
|
2025
Q1 | $1.07M | Hold |
10,861
| – | – | 0.08% | 152 |
|
|
2024
Q4 | $991K | Sell |
10,861
-201
| -2% | -$18.3K | 0.07% | 155 |
|
|
2024
Q3 | $1.08M | Hold |
11,062
| – | – | 0.08% | 153 |
|
|
2024
Q2 | $861K | Sell |
11,062
-1,690
| -13% | -$132K | 0.07% | 166 |
|
|
2024
Q1 | $1.17M | Hold |
12,752
| – | – | 0.09% | 145 |
|
|
2023
Q4 | $1.22M | Buy |
12,752
+615
| +5% | +$59K | 0.11% | 138 |
|
|
2023
Q3 | $1.11M | Hold |
12,137
| – | – | 0.11% | 138 |
|
|
2023
Q2 | $1.2M | Hold |
12,137
| – | – | 0.12% | 130 |
|
|
2023
Q1 | $1.26M | Hold |
12,137
| – | – | 0.14% | 120 |
|
|
2022
Q4 | $1.2M | Hold |
12,137
| – | – | 0.14% | 116 |
|
|
2022
Q3 | $1.02K | Buy |
12,137
+1,440
| +13% | +$121 | 0.1% | 117 |
|
|
2022
Q2 | $817K | Buy |
10,697
+315
| +3% | +$24.1K | 0.1% | 152 |
|
|
2022
Q1 | $944K | Buy |
10,382
+875
| +9% | +$79.6K | 0.1% | 143 |
|
|
2021
Q4 | $1.11M | Buy |
9,507
+81
| +0.9% | +$9.47K | 0.12% | 129 |
|
|
2021
Q3 | $1.04M | Hold |
9,426
| – | – | 0.12% | 124 |
|
|
2021
Q2 | $1.05M | Sell |
9,426
-220
| -2% | -$24.6K | 0.12% | 126 |
|
|
2021
Q1 | $1.05M | Buy |
9,646
+125
| +1% | +$13.7K | 0.12% | 122 |
|
|
2020
Q4 | $1.02M | Buy |
9,521
+2,680
| +39% | +$287K | 0.13% | 120 |
|
|
2020
Q3 | $588K | Sell |
6,841
-270
| -4% | -$23.2K | 0.16% | 76 |
|
|
2020
Q2 | $523K | Hold |
7,111
| – | – | 0.15% | 81 |
|
|
2020
Q1 | $467K | Hold |
7,111
| – | – | 0.18% | 85 |
|
|
2019
Q4 | $625K | Hold |
7,111
| – | – | 0.2% | 86 |
|
|
2019
Q3 | $629K | Buy |
7,111
+2,700
| +61% | +$239K | 0.22% | 81 |
|
|
2019
Q2 | $370K | Buy |
4,411
+270
| +7% | +$22.6K | 0.19% | 91 |
|
|
2019
Q1 | $308K | Buy |
+4,141
| New | +$308K | 0.18% | 96 |
|