SFS
Summit Financial Strategies’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,206
| Closed | -$216K | – | 158 |
|
|
2025
Q1 | $216K | Buy |
+2,206
| New | +$216K | 0.02% | 134 |
|
|
2024
Q4 | – | Sell |
-2,069
| Closed | -$202K | – | 152 |
|
|
2024
Q3 | $202K | Buy |
+2,069
| New | +$202K | 0.02% | 141 |
|
|
2024
Q2 | – | Sell |
-2,919
| Closed | -$267K | – | 152 |
|
|
2024
Q1 | $267K | Buy |
+2,919
| New | +$267K | 0.04% | 118 |
|
|
2023
Q3 | – | Sell |
-2,258
| Closed | -$224K | – | 131 |
|
|
2023
Q2 | $224K | Buy |
2,258
+334
| +17% | +$33.1K | 0.04% | 115 |
|
|
2023
Q1 | $200K | Sell |
1,924
-188
| -9% | -$19.6K | 0.04% | 117 |
|
|
2022
Q4 | $210K | Buy |
+2,112
| New | +$210K | 0.05% | 110 |
|
|
2022
Q1 | – | Sell |
-1,911
| Closed | -$224K | – | 128 |
|
|
2021
Q4 | $224K | Sell |
1,911
-72
| -4% | -$8.44K | 0.04% | 111 |
|
|
2021
Q3 | $219K | Buy |
1,983
+2
| +0.1% | +$221 | 0.04% | 108 |
|
|
2021
Q2 | $221K | Buy |
+1,981
| New | +$221K | 0.04% | 109 |
|