Wealth Enhancement Advisory Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.1M | Sell |
456,034
-16,742
| -4% | -$1.58M | 0.07% | 249 |
|
|
2025
Q1 | $46.4M | Buy |
472,776
+26,109
| +6% | +$2.56M | 0.09% | 219 |
|
|
2024
Q4 | $40.8M | Sell |
446,667
-13,634
| -3% | -$1.24M | 0.08% | 236 |
|
|
2024
Q3 | $44.9M | Sell |
460,301
-95,183
| -17% | -$9.28M | 0.1% | 207 |
|
|
2024
Q2 | $43.2M | Buy |
555,484
+24,164
| +5% | +$1.88M | 0.1% | 199 |
|
|
2024
Q1 | $48.6M | Buy |
531,320
+25,772
| +5% | +$2.36M | 0.13% | 168 |
|
|
2023
Q4 | $48.5M | Sell |
505,548
-4,586
| -0.9% | -$440K | 0.14% | 151 |
|
|
2023
Q3 | $46.6M | Buy |
510,134
+501,788
| +6,012% | +$45.8M | 0.15% | 139 |
|
|
2023
Q2 | $827K | Sell |
8,346
-918
| -10% | -$90.9K | 0.01% | 289 |
|
|
2023
Q1 | $965K | Buy |
+9,264
| New | +$965K | 0.01% | 309 |
|
|
2022
Q3 | – | Sell |
-67,110
| Closed | -$5.32M | – | 378 |
|
|
2022
Q2 | $5.32M | Buy |
+67,110
| New | +$5.32M | 0.07% | 125 |
|
|
2021
Q2 | – | Sell |
-40,473
| Closed | -$4.58M | – | 307 |
|
|
2021
Q1 | $4.58M | Buy |
40,473
+1,374
| +4% | +$155K | 0.08% | 104 |
|
|
2020
Q4 | $4M | Buy |
+39,099
| New | +$4M | 0.09% | 87 |
|
|
2020
Q1 | – | Sell |
-14,386
| Closed | -$1.27M | – | 265 |
|
|
2019
Q4 | $1.27M | Buy |
+14,386
| New | +$1.27M | 0.04% | 157 |
|
|
2016
Q4 | – | Sell |
-15,162
| Closed | -$809K | – | 178 |
|
|
2016
Q3 | $809K | Sell |
15,162
-6,458
| -30% | -$345K | 0.12% | 103 |
|
|
2016
Q2 | $1.24M | Buy |
+21,620
| New | +$1.24M | 0.22% | 91 |
|
|
2015
Q2 | – | Sell |
-14,066
| Closed | -$666K | – | 122 |
|
|
2015
Q1 | $666K | Buy |
14,066
+2,290
| +19% | +$108K | 0.26% | 84 |
|
|
2014
Q4 | $483K | Buy |
+11,776
| New | +$483K | 0.19% | 99 |
|