WealthShield 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 | $419K | Buy |
4,571
+467
| +11% | +$42.8K | 0.05% | 250 |
|
|
2025
Q1 | $403K | Buy |
4,104
+1,039
| +34% | +$102K | 0.05% | 238 |
|
|
2024
Q4 | $280K | Buy |
3,065
+404
| +15% | +$36.9K | 0.04% | 254 |
|
|
2024
Q3 | $259K | Buy |
+2,661
| New | +$259K | 0.04% | 260 |
|
|
2024
Q2 | – | Sell |
-2,308
| Closed | -$211K | – | 485 |
|
|
2024
Q1 | $211K | Sell |
2,308
-264
| -10% | -$24.1K | 0.03% | 267 |
|
|
2023
Q4 | $247K | Buy |
2,572
+312
| +14% | +$30K | 0.04% | 256 |
|
|
2023
Q3 | $206K | Buy |
2,260
+2
| +0.1% | +$183 | 0.03% | 288 |
|
|
2023
Q2 | $224K | Buy |
2,258
+2
| +0.1% | +$198 | 0.03% | 280 |
|
|
2023
Q1 | $235K | Sell |
2,256
-74
| -3% | -$7.71K | 0.04% | 276 |
|
|
2022
Q4 | $231K | Buy |
+2,330
| New | +$231K | 0.04% | 269 |
|
|
2021
Q3 | – | Sell |
-2,008
| Closed | -$225K | – | 632 |
|
|
2021
Q2 | $225K | Buy |
2,008
+201
| +11% | +$22.5K | 0.04% | 245 |
|
|
2021
Q1 | $197K | Sell |
1,807
-449
| -20% | -$49K | 0.04% | 258 |
|
|
2020
Q4 | $241K | Buy |
+2,256
| New | +$241K | 0.04% | 261 |
|