Regent Peak 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
Q1 | $543K | Sell |
5,538
-1,057
| -16% | -$104K | 0.13% | 77 |
|
|
2024
Q4 | $602K | Sell |
6,595
-18,357
| -74% | -$1.68M | 0.14% | 72 |
|
|
2024
Q3 | $2.43M | Sell |
24,952
-2,992
| -11% | -$292K | 0.56% | 38 |
|
|
2024
Q2 | $2.18M | Sell |
27,944
-30
| -0.1% | -$2.34K | 0.5% | 46 |
|
|
2024
Q1 | $2.56M | Buy |
27,974
+635
| +2% | +$58K | 0.65% | 38 |
|
|
2023
Q4 | $2.62M | Buy |
27,339
+2,243
| +9% | +$215K | 0.71% | 36 |
|
|
2023
Q3 | $2.29M | Buy |
25,096
+2,001
| +9% | +$183K | 0.7% | 37 |
|
|
2023
Q2 | $2.29M | Sell |
23,095
-1,396
| -6% | -$138K | 0.67% | 38 |
|
|
2023
Q1 | $2.55M | Buy |
24,491
+511
| +2% | +$53.2K | 0.79% | 28 |
|
|
2022
Q4 | $2.38M | Buy |
23,980
+1,316
| +6% | +$131K | 0.78% | 32 |
|
|
2022
Q3 | $1.91M | Buy |
22,664
+409
| +2% | +$34.5K | 0.67% | 36 |
|
|
2022
Q2 | $1.7M | Buy |
22,255
+698
| +3% | +$53.3K | 0.56% | 42 |
|
|
2022
Q1 | $1.96M | Buy |
21,557
+2,904
| +16% | +$264K | 0.56% | 44 |
|
|
2021
Q4 | $2.18M | Buy |
18,653
+124
| +0.7% | +$14.5K | 0.59% | 34 |
|
|
2021
Q3 | $2.04M | Buy |
18,529
+303
| +2% | +$33.4K | 0.59% | 37 |
|
|
2021
Q2 | $2.21M | Buy |
18,226
+951
| +6% | +$115K | 0.62% | 36 |
|
|
2021
Q1 | $1.89M | Buy |
17,275
+230
| +1% | +$25.1K | 0.62% | 38 |
|
|
2020
Q4 | $1.82M | Sell |
17,045
-1,098
| -6% | -$117K | 0.61% | 32 |
|
|
2020
Q3 | $1.56M | Buy |
18,143
+1,067
| +6% | +$91.7K | 0.66% | 34 |
|
|
2020
Q2 | $1.26M | Buy |
17,076
+1,799
| +12% | +$132K | 0.57% | 39 |
|
|
2020
Q1 | $1M | Sell |
15,277
-538
| -3% | -$35.4K | 0.56% | 40 |
|
|
2019
Q4 | $1.39M | Buy |
+15,815
| New | +$1.39M | 0.63% | 31 |
|