Retirement Planning Company of New England’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507K Sell
5,532
-94
-2% -$8.61K 0.23% 129
2025
Q1
$552K Buy
5,626
+141
+3% +$13.8K 0.27% 112
2024
Q4
$501K Sell
5,485
-72
-1% -$6.57K 0.24% 118
2024
Q3
$542K Sell
5,557
-2,126
-28% -$207K 0.27% 111
2024
Q2
$598K Buy
7,683
+361
+5% +$28.1K 0.33% 93
2024
Q1
$669K Sell
7,322
-553
-7% -$50.5K 0.37% 87
2023
Q4
$756K Buy
7,875
+317
+4% +$30.4K 0.34% 87
2023
Q3
$690K Sell
7,558
-240
-3% -$21.9K 0.38% 81
2023
Q2
$772K Sell
7,798
-127
-2% -$12.6K 0.45% 73
2023
Q1
$825K Sell
7,925
-76
-0.9% -$7.91K 0.5% 64
2022
Q4
$794K Sell
8,001
-11
-0.1% -$1.09K 0.52% 65
2022
Q3
$675K Sell
8,012
-405
-5% -$34.1K 0.49% 66
2022
Q2
$642K Sell
8,417
-120
-1% -$9.15K 0.44% 76
2022
Q1
$776K Buy
8,537
+43
+0.5% +$3.91K 0.44% 71
2021
Q4
$993K Buy
+8,494
New +$993K 0.48% 52