Smith Salley Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
42,186
+3,288
| +8% | +$301K | 0.22% | 75 |
|
|
2025
Q1 | $3.82M | Buy |
38,898
+1,238
| +3% | +$121K | 0.25% | 69 |
|
|
2024
Q4 | $3.44M | Buy |
37,660
+1,112
| +3% | +$101K | 0.22% | 75 |
|
|
2024
Q3 | $3.56M | Buy |
36,548
+781
| +2% | +$76.1K | 0.23% | 75 |
|
|
2024
Q2 | $2.78M | Buy |
35,767
+1,751
| +5% | +$136K | 0.2% | 81 |
|
|
2024
Q1 | $3.11M | Sell |
34,016
-9,626
| -22% | -$880K | 0.24% | 72 |
|
|
2023
Q4 | $4.19M | Buy |
43,642
+429
| +1% | +$41.2K | 0.27% | 68 |
|
|
2023
Q3 | $3.94M | Buy |
43,213
+435
| +1% | +$39.7K | 0.29% | 67 |
|
|
2023
Q2 | $4.24M | Buy |
42,778
+576
| +1% | +$57.1K | 0.31% | 66 |
|
|
2023
Q1 | $4.39M | Buy |
42,202
+944
| +2% | +$98.3K | 0.35% | 66 |
|
|
2022
Q4 | $4.09M | Buy |
41,258
+326
| +0.8% | +$32.3K | 0.35% | 69 |
|
|
2022
Q3 | $3.45M | Buy |
40,932
+1,595
| +4% | +$134K | 0.32% | 72 |
|
|
2022
Q2 | $3.01M | Buy |
39,337
+24,199
| +160% | +$1.85M | 0.26% | 80 |
|
|
2022
Q1 | $1.38M | Buy |
15,138
+105
| +0.7% | +$9.55K | 0.1% | 123 |
|
|
2021
Q4 | $1.76M | Buy |
15,033
+3,137
| +26% | +$367K | 0.12% | 121 |
|
|
2021
Q3 | $1.31M | Buy |
11,896
+851
| +8% | +$93.9K | 0.1% | 126 |
|
|
2021
Q2 | $1.24M | Buy |
11,045
+1,277
| +13% | +$143K | 0.1% | 130 |
|
|
2021
Q1 | $1.07M | Buy |
9,768
+38
| +0.4% | +$4.15K | 0.1% | 122 |
|
|
2020
Q4 | $1.04M | Buy |
9,730
+2,266
| +30% | +$242K | 0.11% | 114 |
|
|
2020
Q3 | $641K | Sell |
7,464
-129
| -2% | -$11.1K | 0.08% | 116 |
|
|
2020
Q2 | $559K | Buy |
7,593
+950
| +14% | +$69.9K | 0.07% | 121 |
|
|
2020
Q1 | $437K | Buy |
6,643
+987
| +17% | +$64.9K | 0.07% | 125 |
|
|
2019
Q4 | $497K | Buy |
5,656
+644
| +13% | +$56.6K | 0.07% | 127 |
|
|
2019
Q3 | $443K | Sell |
5,012
-243
| -5% | -$21.5K | 0.06% | 134 |
|
|
2019
Q2 | $441K | Buy |
5,255
+378
| +8% | +$31.7K | 0.07% | 130 |
|
|
2019
Q1 | $363K | Buy |
4,877
+177
| +4% | +$13.2K | 0.06% | 140 |
|
|
2018
Q4 | $303K | Buy |
4,700
+72
| +2% | +$4.64K | 0.06% | 143 |
|
|
2018
Q3 | $263K | Buy |
+4,628
| New | +$263K | 0.04% | 162 |
|