SPWG
Sage Private Wealth Group’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,519
| Closed | -$443K | – | 97 |
|
|
2025
Q1 | $443K | Sell |
4,519
-194
| -4% | -$19K | 0.34% | 41 |
|
|
2024
Q4 | $430K | Sell |
4,713
-247
| -5% | -$22.5K | 0.32% | 42 |
|
|
2024
Q3 | $484K | Sell |
4,960
-9
| -0.2% | -$877 | 0.38% | 37 |
|
|
2024
Q2 | $387K | Sell |
4,969
-335
| -6% | -$26.1K | 0.33% | 45 |
|
|
2024
Q1 | $485K | Buy |
5,304
+687
| +15% | +$62.8K | 0.39% | 34 |
|
|
2023
Q4 | $443K | Sell |
4,617
-1
| -0% | -$96 | 0.4% | 30 |
|
|
2023
Q3 | $422K | Buy |
4,618
+114
| +3% | +$10.4K | 0.58% | 17 |
|
|
2023
Q2 | $446K | Sell |
4,504
-159
| -3% | -$15.8K | 0.61% | 16 |
|
|
2023
Q1 | $486K | Sell |
4,663
-305
| -6% | -$31.8K | 0.56% | 14 |
|
|
2022
Q4 | $493K | Buy |
4,968
+10
| +0.2% | +$992 | 0.58% | 15 |
|
|
2022
Q3 | $418K | Buy |
4,958
+13
| +0.3% | +$1.1K | 0.55% | 14 |
|
|
2022
Q2 | $378K | Sell |
4,945
-309
| -6% | -$23.6K | 0.54% | 17 |
|
|
2022
Q1 | $478K | Buy |
5,254
+90
| +2% | +$8.19K | 0.47% | 18 |
|
|
2021
Q4 | $604K | Buy |
5,164
+122
| +2% | +$14.3K | 0.75% | 9 |
|
|
2021
Q3 | $556K | Sell |
5,042
-124
| -2% | -$13.7K | 0.77% | 9 |
|
|
2021
Q2 | $578K | Buy |
5,166
+12
| +0.2% | +$1.34K | 0.78% | 9 |
|
|
2021
Q1 | $563K | Sell |
5,154
-31
| -0.6% | -$3.39K | 0.97% | 7 |
|
|
2020
Q4 | $555K | Buy |
+5,185
| New | +$555K | 1.55% | 5 |
|