Valley Wealth Managers’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Buy |
46,868
+1,662
| +4% | +$152K | 0.31% | 70 |
|
|
2025
Q1 | $4.43M | Sell |
45,206
-372
| -0.8% | -$36.5K | 0.34% | 63 |
|
|
2024
Q4 | $4.16M | Sell |
45,578
-6,089
| -12% | -$556K | 0.31% | 66 |
|
|
2024
Q3 | $5.04M | Buy |
51,667
+1,192
| +2% | +$116K | 0.37% | 56 |
|
|
2024
Q2 | $3.93M | Buy |
50,475
+4,907
| +11% | +$382K | 0.31% | 77 |
|
|
2024
Q1 | $4.16M | Buy |
+45,568
| New | +$4.16M | 0.31% | 73 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 448 |
|
|
2022
Q4 | – | Sell |
-29
| Closed | -$2K | – | 466 |
|
|
2022
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 377 |
|
|
2022
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 391 |
|