Strait & Sound 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 | $791K | Sell |
8,630
-443
| -5% | -$40.6K | 0.34% | 66 |
|
2025
Q1 | $890K | Sell |
9,073
-799
| -8% | -$78.4K | 0.41% | 55 |
|
2024
Q4 | $901K | Sell |
9,872
-738
| -7% | -$67.3K | 0.42% | 43 |
|
2024
Q3 | $1.03M | Sell |
10,610
-1,452
| -12% | -$142K | 0.5% | 36 |
|
2024
Q2 | $939K | Buy |
12,062
+5,878
| +95% | +$458K | 0.48% | 38 |
|
2024
Q1 | $531K | Sell |
6,184
-194
| -3% | -$16.7K | 0.3% | 53 |
|
2023
Q4 | $585K | Sell |
6,378
-136
| -2% | -$12.5K | 0.37% | 47 |
|
2023
Q3 | $595K | Buy |
6,514
+701
| +12% | +$64K | 0.51% | 41 |
|
2023
Q2 | $576K | Sell |
5,813
-59
| -1% | -$5.85K | 0.57% | 38 |
|
2023
Q1 | $611K | Buy |
5,872
+98
| +2% | +$10.2K | 0.61% | 41 |
|
2022
Q4 | $616K | Buy |
+5,774
| New | +$616K | 0.67% | 37 |
|