StrongBox Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,809
| Closed | -$256K | – | 93 |
|
|
2024
Q4 | $256K | Sell |
2,809
-21
| -0.7% | -$1.92K | 0.11% | 80 |
|
|
2024
Q3 | $276K | Sell |
2,830
-6
| -0.2% | -$585 | 0.12% | 78 |
|
|
2024
Q2 | $221K | Buy |
2,836
+95
| +3% | +$7.4K | 0.1% | 83 |
|
|
2024
Q1 | $251K | Sell |
2,741
-332
| -11% | -$30.3K | 0.13% | 73 |
|
|
2023
Q4 | $295K | Buy |
3,073
+636
| +26% | +$61.1K | 0.17% | 65 |
|
|
2023
Q3 | $222K | Buy |
+2,437
| New | +$222K | 0.14% | 77 |
|
|
2022
Q1 | – | Sell |
-1,903
| Closed | -$223K | – | 102 |
|
|
2021
Q4 | $223K | Buy |
1,903
+21
| +1% | +$2.46K | 0.11% | 97 |
|
|
2021
Q3 | $208K | Sell |
1,882
-991
| -34% | -$110K | 0.12% | 98 |
|
|
2021
Q2 | $321K | Buy |
2,873
+84
| +3% | +$9.39K | 0.18% | 81 |
|
|
2021
Q1 | $305K | Buy |
2,789
+21
| +0.8% | +$2.3K | 0.19% | 76 |
|
|
2020
Q4 | $296K | Buy |
2,768
+441
| +19% | +$47.2K | 0.19% | 76 |
|
|
2020
Q3 | $200K | Sell |
2,327
-398
| -15% | -$34.2K | 0.15% | 80 |
|
|
2020
Q2 | $201K | Buy |
+2,725
| New | +$201K | 0.18% | 81 |
|