Spire Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.08M | Buy |
23,211
+3,245
| +16% | +$307K | 0.07% | 251 |
|
|
2025
Q4 | $1.68M | Sell |
19,966
-3,805
| -16% | -$321K | 0.06% | 289 |
|
|
2025
Q3 | $2.01M | Sell |
23,771
-3,592
| -13% | -$322K | 0.07% | 233 |
|
|
2025
Q2 | $2.51M | Sell |
27,363
-7,893
| -22% | -$684K | 0.09% | 188 |
|
|
2025
Q1 | $3.46M | Sell |
35,256
-835
| -2% | -$86.3K | 0.11% | 164 |
|
|
2024
Q4 | $3.29M | Buy |
36,091
+3,667
| +11% | +$355K | 0.1% | 172 |
|
|
2024
Q3 | $3.16M | Sell |
32,424
-11,966
| -27% | -$1.03M | 0.11% | 158 |
|
|
2024
Q2 | $3.46M | Sell |
44,390
-283
| -0.6% | -$23K | 0.12% | 163 |
|
|
2024
Q1 | $4.08M | Sell |
44,673
-730
| -2% | -$67.9K | 0.07% | 184 |
|
|
2023
Q4 | $4.26M | Buy |
45,403
+6,546
| +17% | +$637K | 0.14% | 161 |
|
|
2023
Q3 | $3.55M | Sell |
38,857
-24,150
| -38% | -$2.37M | 0.14% | 170 |
|
|
2023
Q2 | $6.24M | Sell |
63,007
-564
| -0.9% | -$58.5K | 0.23% | 90 |
|
|
2023
Q1 | $6.62M | Buy |
63,571
+43,220
| +212% | +$4.5M | 0.26% | 91 |
|
|
2022
Q4 | $2.02M | Buy |
20,351
+2,658
| +15% | +$251K | 0.11% | 157 |
|
|
2022
Q3 | $1.49M | Sell |
17,693
-13,712
| -44% | -$1.16M | 0.09% | 159 |
|
|
2022
Q2 | $2.4M | Sell |
31,405
-21,908
| -41% | -$1.68M | 0.1% | 178 |
|
|
2022
Q1 | $4.86M | Sell |
53,313
-125,622
| -70% | -$11.9M | 0.13% | 158 |
|
|
2021
Q4 | $21M | Buy |
178,935
+18,658
| +12% | +$2.1M | 0.47% | 47 |
|
|
2021
Q3 | $17.7M | Buy |
160,277
+8,184
| +5% | +$958K | 0.47% | 49 |
|
|
2021
Q2 | $17M | Sell |
152,093
-9,980
| -6% | -$1.13M | 0.46% | 50 |
|
|
2021
Q1 | $17.6M | Buy |
+162,073
| New | +$17M | 0.47% | 50 |
|
Other funds holding SBUX
VCM
VPM
