WealthPlan Investment 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 | $409K | Buy |
4,463
+155
| +4% | +$14.2K | 0.03% | 260 |
|
|
2025
Q1 | $423K | Sell |
4,308
-248
| -5% | -$24.3K | 0.04% | 187 |
|
|
2024
Q4 | $416K | Sell |
4,556
-2,011
| -31% | -$184K | 0.04% | 187 |
|
|
2024
Q3 | $640K | Buy |
6,567
+1,365
| +26% | +$133K | 0.06% | 142 |
|
|
2024
Q2 | $405K | Sell |
5,202
-1,001
| -16% | -$77.9K | 0.06% | 130 |
|
|
2024
Q1 | $567K | Buy |
6,203
+1
| +0% | +$91 | 0.09% | 117 |
|
|
2023
Q4 | $595K | Buy |
6,202
+3
| +0% | +$288 | 0.1% | 116 |
|
|
2023
Q3 | $566K | Buy |
6,199
+1,126
| +22% | +$103K | 0.1% | 109 |
|
|
2023
Q2 | $503K | Sell |
5,073
-1,124
| -18% | -$111K | 0.15% | 92 |
|
|
2023
Q1 | $645K | Sell |
6,197
-3,445
| -36% | -$359K | 0.11% | 107 |
|
|
2022
Q4 | $1.05M | Buy |
9,642
+650
| +7% | +$70.5K | 0.07% | 172 |
|
|
2022
Q3 | $916K | Buy |
+8,992
| New | +$916K | 0.07% | 173 |
|
|
2022
Q1 | $551K | Buy |
+7,382
| New | +$551K | 0.04% | 239 |
|