Westshore Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
4,115
+3
| +0.1% | +$275 | 0.14% | 61 |
|
|
2025
Q1 | $403K | Sell |
4,112
-112
| -3% | -$11K | 0.17% | 54 |
|
|
2024
Q4 | $385K | Buy |
4,224
+27
| +0.6% | +$2.46K | 0.16% | 51 |
|
|
2024
Q3 | $409K | Sell |
4,197
-324
| -7% | -$31.6K | 0.17% | 48 |
|
|
2024
Q2 | $352K | Sell |
4,521
-238
| -5% | -$18.5K | 0.15% | 52 |
|
|
2024
Q1 | $435K | Buy |
4,759
+2
| +0% | +$183 | 0.18% | 45 |
|
|
2023
Q4 | $457K | Sell |
4,757
-57
| -1% | -$5.47K | 0.21% | 35 |
|
|
2023
Q3 | $439K | Sell |
4,814
-15
| -0.3% | -$1.37K | 0.24% | 32 |
|
|
2023
Q2 | $478K | Buy |
4,829
+39
| +0.8% | +$3.86K | 0.24% | 35 |
|
|
2023
Q1 | $499K | Hold |
4,790
| – | – | 0.26% | 40 |
|
|
2022
Q4 | $475K | Sell |
4,790
-21
| -0.4% | -$2.08K | 0.27% | 40 |
|
|
2022
Q3 | $405K | Buy |
4,811
+46
| +1% | +$3.87K | 0.28% | 37 |
|
|
2022
Q2 | $364K | Buy |
4,765
+59
| +1% | +$4.51K | 0.24% | 48 |
|
|
2022
Q1 | $428K | Buy |
4,706
+738
| +19% | +$67.1K | 0.29% | 45 |
|
|
2021
Q4 | $464K | Hold |
3,968
| – | – | 0.32% | 43 |
|
|
2021
Q3 | $438K | Sell |
3,968
-722
| -15% | -$79.7K | 0.35% | 40 |
|
|
2021
Q2 | $524K | Buy |
4,690
+600
| +15% | +$67K | 0.27% | 65 |
|
|
2021
Q1 | $447K | Buy |
+4,090
| New | +$447K | 0.26% | 70 |
|
|
2019
Q4 | $582K | Buy |
+6,617
| New | +$582K | 0.64% | 26 |
|