WealthBridge Investment Counsel’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01M | Buy |
76,513
+4,145
| +6% | +$380K | 2.27% | 19 |
|
|
2025
Q1 | $7.1M | Buy |
72,368
+400
| +0.6% | +$39.2K | 2.58% | 19 |
|
|
2024
Q4 | $6.57M | Sell |
71,968
-340
| -0.5% | -$31K | 2.41% | 20 |
|
|
2024
Q3 | $7.05M | Sell |
72,308
-1,368
| -2% | -$133K | 2.5% | 19 |
|
|
2024
Q2 | $5.74M | Buy |
73,676
+2,250
| +3% | +$175K | 2.19% | 25 |
|
|
2024
Q1 | $6.53M | Buy |
71,426
+425
| +0.6% | +$38.8K | 2.42% | 21 |
|
|
2023
Q4 | $6.82M | Buy |
71,001
+225
| +0.3% | +$21.6K | 2.73% | 16 |
|
|
2023
Q3 | $6.46M | Sell |
70,776
-49
| -0.1% | -$4.47K | 2.82% | 16 |
|
|
2023
Q2 | $7.02M | Sell |
70,825
-1,500
| -2% | -$149K | 2.95% | 12 |
|
|
2023
Q1 | $7.53M | Sell |
72,325
-800
| -1% | -$83.3K | 3.33% | 11 |
|
|
2022
Q4 | $7.25M | Buy |
73,125
+2,060
| +3% | +$204K | 3.17% | 13 |
|
|
2022
Q3 | $5.99M | Buy |
71,065
+4,320
| +6% | +$364K | 3.15% | 12 |
|
|
2022
Q2 | $5.1M | Buy |
66,745
+5,625
| +9% | +$430K | 2.59% | 21 |
|
|
2022
Q1 | $5.56M | Buy |
61,120
+2,325
| +4% | +$212K | 2.45% | 21 |
|
|
2021
Q4 | $6.88M | Buy |
58,795
+1,590
| +3% | +$186K | 2.92% | 14 |
|
|
2021
Q3 | $6.31M | Buy |
57,205
+3,075
| +6% | +$339K | 2.84% | 15 |
|
|
2021
Q2 | $6.05M | Buy |
54,130
+8,145
| +18% | +$911K | 2.68% | 19 |
|
|
2021
Q1 | $5.03M | Hold |
45,985
| – | – | 2.46% | 21 |
|
|
2020
Q4 | $4.92M | Buy |
45,985
+750
| +2% | +$80.2K | 2.57% | 19 |
|
|
2020
Q3 | $3.89M | Buy |
45,235
+3,150
| +7% | +$271K | 2.37% | 20 |
|
|
2020
Q2 | $3.1M | Buy |
+42,085
| New | +$3.1M | 2.06% | 25 |
|