Richard W. Paul & Associates’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Sell |
9,083
-842
| -8% | -$77.2K | 0.3% | 85 |
|
|
2025
Q1 | $974K | Sell |
9,925
-56
| -0.6% | -$5.49K | 0.38% | 64 |
|
|
2024
Q4 | $911K | Sell |
9,981
-64
| -0.6% | -$5.84K | 0.33% | 80 |
|
|
2024
Q3 | $979K | Sell |
10,045
-68
| -0.7% | -$6.63K | 0.35% | 77 |
|
|
2024
Q2 | $787K | Buy |
10,113
+1,969
| +24% | +$153K | 0.3% | 91 |
|
|
2024
Q1 | $744K | Buy |
8,144
+1,034
| +15% | +$94.5K | 0.3% | 92 |
|
|
2023
Q4 | $683K | Buy |
7,110
+72
| +1% | +$6.91K | 0.29% | 93 |
|
|
2023
Q3 | $642K | Buy |
7,038
+638
| +10% | +$58.2K | 0.29% | 90 |
|
|
2023
Q2 | $634K | Buy |
6,400
+341
| +6% | +$33.8K | 0.28% | 98 |
|
|
2023
Q1 | $631K | Sell |
6,059
-509
| -8% | -$53K | 0.29% | 97 |
|
|
2022
Q4 | $652K | Buy |
+6,568
| New | +$652K | 0.33% | 82 |
|