Wellington Shields & Co’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
1,160
-105
| -8% | -$9.62K | 0.03% | 258 |
|
|
2025
Q1 | $124K | Hold |
1,265
| – | – | 0.04% | 242 |
|
|
2024
Q4 | $115K | Buy |
1,265
+100
| +9% | +$9.13K | 0.04% | 241 |
|
|
2024
Q3 | $114K | Sell |
1,165
-1,057
| -48% | -$103K | 0.03% | 253 |
|
|
2024
Q2 | $173K | Hold |
2,222
| – | – | 0.06% | 223 |
|
|
2024
Q1 | $203K | Hold |
2,222
| – | – | 0.07% | 212 |
|
|
2023
Q4 | $213K | Buy |
2,222
+57
| +3% | +$5.47K | 0.08% | 197 |
|
|
2023
Q3 | $198K | Sell |
2,165
-501
| -19% | -$45.7K | 0.05% | 200 |
|
|
2023
Q2 | $264K | Hold |
2,666
| – | – | 0.06% | 174 |
|
|
2023
Q1 | $278K | Buy |
2,666
+1,400
| +111% | +$146K | 0.06% | 174 |
|
|
2022
Q4 | $126K | Sell |
1,266
-1,500
| -54% | -$149K | 0.03% | 238 |
|
|
2022
Q3 | $233K | Sell |
2,766
-1,000
| -27% | -$84.2K | 0.1% | 175 |
|
|
2022
Q2 | $288K | Sell |
3,766
-2,891
| -43% | -$221K | 0.07% | 154 |
|
|
2022
Q1 | $606K | Buy |
6,657
+3,838
| +136% | +$349K | 0.2% | 107 |
|
|
2021
Q4 | $330K | Hold |
2,819
| – | – | 0.07% | 164 |
|
|
2021
Q3 | $311K | Hold |
2,819
| – | – | 0.11% | 155 |
|
|
2021
Q2 | $315K | Sell |
2,819
-80
| -3% | -$8.94K | 0.1% | 150 |
|
|
2021
Q1 | $317K | Buy |
2,899
+80
| +3% | +$8.75K | 0.11% | 140 |
|
|
2020
Q4 | $302K | Hold |
2,819
| – | – | 0.11% | 138 |
|
|
2020
Q3 | $242K | Sell |
2,819
-745
| -21% | -$64K | 0.1% | 147 |
|
|
2020
Q2 | $262K | Buy |
+3,564
| New | +$262K | 0.11% | 132 |
|