SS&H Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,144
| Closed | -$210K | – | 128 |
|
|
2025
Q1 | $210K | Buy |
+2,144
| New | +$210K | 0.08% | 122 |
|
|
2024
Q4 | – | Sell |
-2,144
| Closed | -$209K | – | 125 |
|
|
2024
Q3 | $209K | Buy |
+2,144
| New | +$209K | 0.08% | 125 |
|
|
2024
Q1 | – | Sell |
-2,144
| Closed | -$206K | – | 118 |
|
|
2023
Q4 | $206K | Buy |
+2,144
| New | +$206K | 0.09% | 116 |
|
|
2023
Q1 | $432K | Hold |
4,144
| – | – | 0.2% | 95 |
|
|
2022
Q4 | $411K | Hold |
4,144
| – | – | 0.2% | 94 |
|
|
2022
Q3 | $349K | Hold |
4,144
| – | – | 0.18% | 97 |
|
|
2022
Q2 | $317K | Sell |
4,144
-132
| -3% | -$10.1K | 0.15% | 105 |
|
|
2022
Q1 | $389K | Buy |
+4,276
| New | +$389K | 0.15% | 105 |
|