TRUE Private Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Sell |
6,349
-3
| -0% | -$275 | 0.07% | 133 |
|
|
2025
Q1 | $623K | Sell |
6,352
-979
| -13% | -$96K | 0.08% | 116 |
|
|
2024
Q4 | $669K | Sell |
7,331
-191
| -3% | -$17.4K | 0.08% | 118 |
|
|
2024
Q3 | $733K | Sell |
7,522
-2,340
| -24% | -$228K | 0.09% | 103 |
|
|
2024
Q2 | $768K | Sell |
9,862
-25
| -0.3% | -$1.95K | 0.09% | 119 |
|
|
2024
Q1 | $904K | Sell |
9,887
-846
| -8% | -$77.3K | 0.1% | 100 |
|
|
2023
Q4 | $1.03M | Sell |
10,733
-298
| -3% | -$28.6K | 0.13% | 96 |
|
|
2023
Q3 | $1.01M | Buy |
11,031
+39
| +0.4% | +$3.56K | 0.14% | 91 |
|
|
2023
Q2 | $1.09M | Sell |
10,992
-1,696
| -13% | -$168K | 0.16% | 81 |
|
|
2023
Q1 | $1.32M | Buy |
12,688
+771
| +6% | +$80.3K | 0.2% | 64 |
|
|
2022
Q4 | $1.18M | Sell |
11,917
-1,141
| -9% | -$113K | 0.18% | 64 |
|
|
2022
Q3 | $1.1M | Sell |
13,058
-194
| -1% | -$16.3K | 0.17% | 62 |
|
|
2022
Q2 | $1.01M | Sell |
13,252
-643
| -5% | -$49.1K | 0.15% | 78 |
|
|
2022
Q1 | $1.13M | Sell |
13,895
-841
| -6% | -$68.6K | 0.16% | 79 |
|
|
2021
Q4 | $1.72M | Sell |
14,736
-445
| -3% | -$52K | 0.25% | 66 |
|
|
2021
Q3 | $1.67M | Sell |
15,181
-17
| -0.1% | -$1.88K | 0.24% | 68 |
|
|
2021
Q2 | $1.7M | Sell |
15,198
-1,131
| -7% | -$126K | 0.25% | 65 |
|
|
2021
Q1 | $1.78M | Sell |
16,329
-1,236
| -7% | -$135K | 0.29% | 59 |
|
|
2020
Q4 | $1.88M | Sell |
17,565
-1,547
| -8% | -$165K | 0.31% | 53 |
|
|
2020
Q3 | $1.64M | Sell |
19,112
-2,450
| -11% | -$210K | 0.28% | 62 |
|
|
2020
Q2 | $1.59M | Buy |
21,562
+6,650
| +45% | +$489K | 0.29% | 62 |
|
|
2020
Q1 | $980K | Buy |
14,912
+5
| +0% | +$329 | 0.21% | 66 |
|
|
2019
Q4 | $1.31M | Buy |
14,907
+1,721
| +13% | +$151K | 0.2% | 68 |
|
|
2019
Q3 | $1.17M | Sell |
13,186
-4
| -0% | -$353 | 0.2% | 68 |
|
|
2019
Q2 | $1.11M | Sell |
13,190
-1,784
| -12% | -$149K | 0.19% | 73 |
|
|
2019
Q1 | $1.11M | Sell |
14,974
-22,394
| -60% | -$1.66M | 0.21% | 72 |
|
|
2018
Q4 | $2.41M | Sell |
37,368
-7,226
| -16% | -$465K | 0.42% | 45 |
|
|
2018
Q3 | $2.53M | Sell |
44,594
-618
| -1% | -$35.1K | 0.36% | 55 |
|
|
2018
Q2 | $2.21M | Buy |
45,212
+1,943
| +4% | +$94.9K | 0.35% | 56 |
|
|
2018
Q1 | $2.5M | Sell |
43,269
-2,334
| -5% | -$135K | 0.43% | 44 |
|
|
2017
Q4 | $2.62M | Buy |
45,603
+30,689
| +206% | +$1.76M | 0.45% | 43 |
|
|
2017
Q3 | $801K | Sell |
14,914
-1,600
| -10% | -$85.9K | 0.18% | 68 |
|
|
2017
Q2 | $962K | Buy |
16,514
+1,727
| +12% | +$101K | 0.22% | 64 |
|
|
2017
Q1 | $857K | Buy |
14,787
+670
| +5% | +$38.8K | 0.2% | 68 |
|
|
2016
Q4 | $760K | Buy |
14,117
+135
| +1% | +$7.27K | 0.19% | 70 |
|
|
2016
Q3 | $740K | Buy |
13,982
+1,068
| +8% | +$56.5K | 0.24% | 62 |
|
|
2016
Q2 | $737K | Buy |
12,914
+242
| +2% | +$13.8K | 0.25% | 57 |
|
|
2016
Q1 | $756K | Buy |
12,672
+373
| +3% | +$22.3K | 0.29% | 48 |
|
|
2015
Q4 | $738K | Buy |
+12,299
| New | +$738K | 0.32% | 46 |
|