Tyler-Stone 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 | $202K | Buy |
+2,208
| New | +$202K | 0.03% | 320 |
|
|
2024
Q3 | – | Sell |
-818
| Closed | -$63.7K | – | 774 |
|
|
2024
Q2 | $63.7K | Sell |
818
-80
| -9% | -$6.23K | 0.03% | 340 |
|
|
2024
Q1 | $82.1K | Buy |
898
+132
| +17% | +$12.1K | 0.04% | 299 |
|
|
2023
Q4 | $73.6K | Sell |
766
-75
| -9% | -$7.21K | 0.04% | 305 |
|
|
2023
Q3 | $77K | Buy |
841
+1
| +0.1% | +$92 | 0.04% | 281 |
|
|
2023
Q2 | $83K | Buy |
+840
| New | +$83K | 0.05% | 270 |
|
|
2022
Q4 | $90K | Buy |
912
+1
| +0.1% | +$99 | 0.06% | 247 |
|
|
2022
Q3 | $77K | Buy |
911
+2
| +0.2% | +$169 | 0.06% | 252 |
|
|
2022
Q2 | $69K | Buy |
909
+1
| +0.1% | +$76 | 0.05% | 280 |
|
|
2022
Q1 | $83K | Buy |
908
+1
| +0.1% | +$91 | 0.05% | 276 |
|
|
2021
Q4 | $106K | Buy |
+907
| New | +$106K | 0.06% | 261 |
|