WealthPLAN Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
2,559
+339
| +15% | +$31.1K | 0.04% | 235 |
|
|
2025
Q1 | $218K | Buy |
+2,220
| New | +$218K | 0.03% | 241 |
|
|
2024
Q2 | – | Sell |
-2,598
| Closed | -$237K | – | 319 |
|
|
2024
Q1 | $237K | Sell |
2,598
-230
| -8% | -$21K | 0.02% | 283 |
|
|
2023
Q4 | $272K | Sell |
2,828
-988
| -26% | -$94.9K | 0.03% | 275 |
|
|
2023
Q3 | $348K | Buy |
3,816
+1,278
| +50% | +$117K | 0.04% | 250 |
|
|
2023
Q2 | $251K | Sell |
2,538
-9
| -0.4% | -$891 | 0.04% | 260 |
|
|
2023
Q1 | $265K | Sell |
2,547
-7,095
| -74% | -$739K | 0.03% | 267 |
|
|
2022
Q4 | $1.04M | Buy |
+9,642
| New | +$1.04M | 0.07% | 173 |
|
|
2022
Q1 | $551K | Sell |
7,382
-130
| -2% | -$9.7K | 0.04% | 239 |
|
|
2021
Q4 | $739K | Sell |
7,512
-16
| -0.2% | -$1.57K | 0.05% | 212 |
|
|
2021
Q3 | $875K | Buy |
7,528
+261
| +4% | +$30.3K | 0.06% | 179 |
|
|
2021
Q2 | $847K | Buy |
7,267
+34
| +0.5% | +$3.96K | 0.06% | 170 |
|
|
2021
Q1 | $825K | Buy |
7,233
+416
| +6% | +$47.4K | 0.06% | 162 |
|
|
2020
Q4 | $707K | Sell |
6,817
-1,225
| -15% | -$127K | 0.06% | 170 |
|
|
2020
Q3 | $752K | Buy |
8,042
+175
| +2% | +$16.4K | 0.07% | 152 |
|
|
2020
Q2 | $622K | Buy |
7,867
+624
| +9% | +$49.3K | 0.06% | 159 |
|
|
2020
Q1 | $537K | Buy |
7,243
+611
| +9% | +$45.3K | 0.07% | 147 |
|
|
2019
Q4 | $587K | Buy |
6,632
+293
| +5% | +$25.9K | 0.07% | 146 |
|
|
2019
Q3 | $532K | Buy |
6,339
+93
| +1% | +$7.81K | 0.07% | 143 |
|
|
2019
Q2 | $604K | Sell |
6,246
-307
| -5% | -$29.7K | 0.09% | 132 |
|
|
2019
Q1 | $509K | Sell |
6,553
-21
| -0.3% | -$1.63K | 0.08% | 164 |
|
|
2018
Q4 | $464K | Buy |
6,574
+182
| +3% | +$12.8K | 0.07% | 162 |
|
|
2018
Q3 | $429K | Sell |
6,392
-2,074
| -24% | -$139K | 0.08% | 160 |
|
|
2018
Q2 | $414K | Buy |
8,466
+120
| +1% | +$5.87K | 0.08% | 157 |
|
|
2018
Q1 | $483K | Buy |
8,346
+1,359
| +19% | +$78.6K | 0.11% | 142 |
|
|
2017
Q4 | $401K | Buy |
6,987
+280
| +4% | +$16.1K | 0.11% | 142 |
|
|
2017
Q3 | $360K | Buy |
6,707
+68
| +1% | +$3.65K | 0.1% | 134 |
|
|
2017
Q2 | $387K | Buy |
6,639
+6,329
| +2,042% | +$369K | 0.11% | 120 |
|
|
2017
Q1 | $18K | Buy |
+310
| New | +$18K | 0.06% | 200 |
|
|
2016
Q3 | $342K | Sell |
6,385
-2,114
| -25% | -$113K | 0.11% | 107 |
|
|
2016
Q2 | $355K | Buy |
+8,499
| New | +$355K | 0.05% | 259 |
|
|
2015
Q4 | $374K | Buy |
+19,142
| New | +$374K | 0.06% | 187 |
|
|
2015
Q2 | $100K | Sell |
1,874
-316
| -14% | -$16.9K | 0.04% | 124 |
|
|
2015
Q1 | $101K | Buy |
+2,190
| New | +$101K | 0.05% | 173 |
|