Tradition 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 | $263K | Buy |
2,869
+727
| +34% | +$66.6K | 0.02% | 383 |
|
|
2025
Q1 | $210K | Buy |
+2,142
| New | +$210K | 0.02% | 400 |
|
|
2024
Q4 | – | Sell |
-2,120
| Closed | -$207K | – | 439 |
|
|
2024
Q3 | $207K | Sell |
2,120
-478
| -18% | -$46.6K | 0.02% | 388 |
|
|
2024
Q2 | $202K | Sell |
2,598
-248
| -9% | -$19.3K | 0.02% | 383 |
|
|
2024
Q1 | $260K | Buy |
2,846
+9
| +0.3% | +$823 | 0.03% | 325 |
|
|
2023
Q4 | $272K | Buy |
2,837
+309
| +12% | +$29.6K | 0.03% | 287 |
|
|
2023
Q3 | $231K | Buy |
2,528
+58
| +2% | +$5.3K | 0.03% | 287 |
|
|
2023
Q2 | $245K | Sell |
2,470
-278
| -10% | -$27.6K | 0.03% | 279 |
|
|
2023
Q1 | $286K | Buy |
2,748
+629
| +30% | +$65.5K | 0.04% | 246 |
|
|
2022
Q4 | $210K | Buy |
2,119
+659
| +45% | +$65.3K | 0.03% | 259 |
|
|
2022
Q3 | $123K | Buy |
1,460
+1,071
| +275% | +$90.2K | 0.02% | 327 |
|
|
2022
Q2 | $30K | Buy |
389
+91
| +31% | +$7.02K | ﹤0.01% | 572 |
|
|
2022
Q1 | $27K | Sell |
298
-460
| -61% | -$41.7K | ﹤0.01% | 648 |
|
|
2021
Q4 | $89K | Sell |
758
-35
| -4% | -$4.11K | 0.01% | 426 |
|
|
2021
Q3 | $87K | Buy |
793
+1
| +0.1% | +$110 | 0.01% | 394 |
|
|
2021
Q2 | $89K | Sell |
792
-4,026
| -84% | -$452K | 0.01% | 411 |
|
|
2021
Q1 | $526K | Sell |
4,818
-500
| -9% | -$54.6K | 0.09% | 153 |
|
|
2020
Q4 | $569K | Buy |
+5,318
| New | +$569K | 0.11% | 137 |
|