Wealthspire Advisors (New York)’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.74M | Buy |
95,370
+4,848
| +5% | +$444K | 0.05% | 129 |
|
|
2025
Q1 | $8.88M | Buy |
90,522
+47,805
| +112% | +$4.69M | 0.05% | 123 |
|
|
2024
Q4 | $3.9M | Buy |
42,717
+516
| +1% | +$47.1K | 0.04% | 164 |
|
|
2024
Q3 | $4.11M | Buy |
42,201
+8,499
| +25% | +$829K | 0.04% | 160 |
|
|
2024
Q2 | $2.62M | Buy |
33,702
+203
| +0.6% | +$15.8K | 0.03% | 171 |
|
|
2024
Q1 | $3.06M | Sell |
33,499
-460
| -1% | -$42K | 0.04% | 147 |
|
|
2023
Q4 | $3.26M | Buy |
33,959
+4,758
| +16% | +$457K | 0.05% | 142 |
|
|
2023
Q3 | $2.67M | Buy |
29,201
+635
| +2% | +$58K | 0.04% | 140 |
|
|
2023
Q2 | $2.83M | Sell |
28,566
-960
| -3% | -$95.1K | 0.05% | 124 |
|
|
2023
Q1 | $3.07M | Sell |
29,526
-3,022
| -9% | -$315K | 0.05% | 119 |
|
|
2022
Q4 | $3.23M | Buy |
32,548
+15,141
| +87% | +$1.5M | 0.06% | 119 |
|
|
2022
Q3 | $1.47M | Buy |
17,407
+1,937
| +13% | +$163K | 0.03% | 178 |
|
|
2022
Q2 | $1.18M | Buy |
15,470
+2,316
| +18% | +$177K | 0.02% | 196 |
|
|
2022
Q1 | $1.2M | Sell |
13,154
-6,940
| -35% | -$632K | 0.03% | 174 |
|
|
2021
Q4 | $2.35M | Buy |
20,094
+1,828
| +10% | +$214K | 0.05% | 130 |
|
|
2021
Q3 | $2.02M | Buy |
18,266
+7,123
| +64% | +$786K | 0.04% | 165 |
|
|
2021
Q2 | $1.25M | Sell |
11,143
-49,977
| -82% | -$5.59M | 0.03% | 140 |
|
|
2021
Q1 | $6.68M | Buy |
61,120
+19,711
| +48% | +$2.15M | 0.16% | 75 |
|
|
2020
Q4 | $4.43M | Buy |
41,409
+16,291
| +65% | +$1.74M | 0.13% | 78 |
|
|
2020
Q3 | $2.16M | Buy |
25,118
+3,868
| +18% | +$332K | 0.13% | 79 |
|
|
2020
Q2 | $1.56M | Sell |
21,250
-43,811
| -67% | -$3.22M | 0.11% | 78 |
|
|
2020
Q1 | $4.28M | Buy |
65,061
+56,541
| +664% | +$3.72M | 0.18% | 70 |
|
|
2019
Q4 | $749K | Buy |
8,520
+757
| +10% | +$66.5K | 0.05% | 80 |
|
|
2019
Q3 | $686K | Buy |
7,763
+1,706
| +28% | +$151K | 0.06% | 64 |
|
|
2019
Q2 | $508K | Buy |
+6,057
| New | +$508K | 0.04% | 48 |
|
|
2019
Q1 | – | Sell |
-1,784
| Closed | -$115K | – | 659 |
|
|
2018
Q4 | $115K | Buy |
+1,784
| New | +$115K | 0.01% | 101 |
|