West Family Investments’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
6,804
+2,070
| +44% | +$190K | 0.16% | 130 |
|
|
2025
Q1 | $464K | Buy |
4,734
+403
| +9% | +$39.5K | 0.17% | 119 |
|
|
2024
Q4 | $395K | Sell |
4,331
-737
| -15% | -$67.3K | 0.14% | 149 |
|
|
2024
Q3 | $494K | Buy |
5,068
+909
| +22% | +$88.6K | 0.17% | 124 |
|
|
2024
Q2 | $324K | Sell |
4,159
-159
| -4% | -$12.4K | 0.1% | 164 |
|
|
2024
Q1 | $395K | Hold |
4,318
| – | – | 0.12% | 142 |
|
|
2023
Q4 | $415K | Hold |
4,318
| – | – | 0.14% | 115 |
|
|
2023
Q3 | $394K | Hold |
4,318
| – | – | 0.14% | 117 |
|
|
2023
Q2 | $428K | Hold |
4,318
| – | – | 0.17% | 112 |
|
|
2023
Q1 | $450K | Hold |
4,318
| – | – | 0.18% | 91 |
|
|
2022
Q4 | $428K | Hold |
4,318
| – | – | 0.15% | 113 |
|
|
2022
Q3 | $364K | Buy |
4,318
+101
| +2% | +$8.51K | 0.15% | 127 |
|
|
2022
Q2 | $322K | Buy |
4,217
+993
| +31% | +$75.8K | 0.13% | 139 |
|
|
2022
Q1 | $293K | Buy |
3,224
+52
| +2% | +$4.73K | 0.08% | 195 |
|
|
2021
Q4 | $371K | Sell |
3,172
-1,531
| -33% | -$179K | 0.1% | 166 |
|
|
2021
Q3 | $519K | Buy |
4,703
+281
| +6% | +$31K | 0.13% | 128 |
|
|
2021
Q2 | $494K | Buy |
+4,422
| New | +$494K | 0.13% | 132 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 82 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 88 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 90 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 83 |
|