Tempus Wealth Planning’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
2,798
-95
| -3% | -$8.71K | 0.06% | 228 |
|
|
2025
Q1 | $284K | Sell |
2,893
-45
| -2% | -$4.41K | 0.08% | 211 |
|
|
2024
Q4 | $268K | Sell |
2,938
-197
| -6% | -$18K | 0.08% | 204 |
|
|
2024
Q3 | $306K | Sell |
3,135
-1,465
| -32% | -$143K | 0.11% | 166 |
|
|
2024
Q2 | $358K | Buy |
4,600
+1,565
| +52% | +$122K | 0.15% | 136 |
|
|
2024
Q1 | $277K | Buy |
3,035
+88
| +3% | +$8.04K | 0.12% | 162 |
|
|
2023
Q4 | $283K | Hold |
2,947
| – | – | 0.12% | 156 |
|
|
2023
Q3 | $269K | Sell |
2,947
-94
| -3% | -$8.58K | 0.13% | 135 |
|
|
2023
Q2 | $301K | Hold |
3,041
| – | – | 0.14% | 140 |
|
|
2023
Q1 | $317K | Sell |
3,041
-50
| -2% | -$5.21K | 0.15% | 123 |
|
|
2022
Q4 | $307K | Hold |
3,091
| – | – | 0.19% | 127 |
|
|
2022
Q3 | $260K | Buy |
+3,091
| New | +$260K | 0.17% | 143 |
|
|
2022
Q1 | – | Sell |
-3,977
| Closed | -$465K | – | 150 |
|
|
2021
Q4 | $465K | Buy |
3,977
+90
| +2% | +$10.5K | 0.25% | 99 |
|
|
2021
Q3 | $429K | Buy |
3,887
+367
| +10% | +$40.5K | 0.24% | 102 |
|
|
2021
Q2 | $394K | Buy |
+3,520
| New | +$394K | 0.26% | 109 |
|