Waterfront Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
5,100
+1,200
| +31% | +$110K | 0.1% | 191 |
|
|
2025
Q1 | $383K | Sell |
3,900
-2
| -0.1% | -$196 | 0.09% | 199 |
|
|
2024
Q4 | $356K | Hold |
3,902
| – | – | 0.09% | 207 |
|
|
2024
Q3 | $380K | Buy |
3,902
+92
| +2% | +$8.95K | 0.09% | 198 |
|
|
2024
Q2 | $297K | Sell |
3,810
-26
| -0.7% | -$2.02K | 0.08% | 202 |
|
|
2024
Q1 | $337K | Buy |
3,836
+61
| +2% | +$5.36K | 0.09% | 190 |
|
|
2023
Q4 | $362K | Hold |
3,775
| – | – | 0.11% | 180 |
|
|
2023
Q3 | $356K | Buy |
3,775
+36
| +1% | +$3.39K | 0.12% | 179 |
|
|
2023
Q2 | $387K | Hold |
3,739
| – | – | 0.11% | 182 |
|
|
2023
Q1 | $389K | Sell |
3,739
-80
| -2% | -$8.33K | 0.13% | 178 |
|
|
2022
Q4 | $416K | Buy |
3,819
+26
| +0.7% | +$2.84K | 0.14% | 176 |
|
|
2022
Q3 | $325K | Hold |
3,793
| – | – | 0.12% | 184 |
|
|
2022
Q2 | $290K | Hold |
3,793
| – | – | 0.12% | 191 |
|
|
2022
Q1 | $314K | Hold |
3,793
| – | – | 0.11% | 176 |
|
|
2021
Q4 | $444K | Buy |
3,793
+60
| +2% | +$7.02K | 0.18% | 128 |
|
|
2021
Q3 | $412K | Sell |
3,733
-21
| -0.6% | -$2.32K | 0.2% | 109 |
|
|
2021
Q2 | $420K | Buy |
3,754
+102
| +3% | +$11.4K | 0.2% | 110 |
|
|
2021
Q1 | $399K | Hold |
3,652
| – | – | 0.2% | 110 |
|
|
2020
Q4 | $391K | Buy |
+3,652
| New | +$391K | 0.28% | 86 |
|