Simplicity Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
13,608
+2,119
| +18% | +$194K | 0.05% | 289 |
|
|
2025
Q1 | $1.13M | Buy |
11,489
+9,114
| +384% | +$894K | 0.09% | 232 |
|
|
2024
Q4 | $217K | Buy |
2,375
+141
| +6% | +$12.9K | 0.05% | 299 |
|
|
2024
Q3 | $218K | Sell |
2,234
-36,594
| -94% | -$3.57M | 0.02% | 464 |
|
|
2024
Q2 | $3.02M | Sell |
38,828
-2,585
| -6% | -$201K | 0.07% | 271 |
|
|
2024
Q1 | $3.78M | Buy |
41,413
+35,141
| +560% | +$3.21M | 0.09% | 228 |
|
|
2023
Q4 | $602K | Buy |
+6,272
| New | +$602K | 0.23% | 73 |
|