Winthrop Advisory Group’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$937K Buy
10,224
+1,115
+12% +$102K 0.09% 70
2025
Q1
$894K Sell
9,109
-2,050
-18% -$201K 0.11% 62
2024
Q4
$1.02M Buy
11,159
+2,263
+25% +$206K 0.12% 58
2024
Q3
$867K Buy
8,896
+864
+11% +$84.2K 0.11% 63
2024
Q2
$625K Buy
8,032
+63
+0.8% +$4.9K 0.09% 71
2024
Q1
$728K Sell
7,969
-529
-6% -$48.3K 0.11% 64
2023
Q4
$816K Buy
8,498
+377
+5% +$36.2K 0.13% 61
2023
Q3
$741K Sell
8,121
-531
-6% -$48.5K 0.12% 57
2023
Q2
$857K Buy
8,652
+503
+6% +$49.8K 0.14% 56
2023
Q1
$849K Buy
8,149
+1
+0% +$104 0.15% 54
2022
Q4
$808K Buy
8,148
+785
+11% +$77.9K 0.15% 52
2022
Q3
$620K Buy
7,363
+1
+0% +$84 0.13% 55
2022
Q2
$562K Sell
7,362
-322
-4% -$24.6K 0.13% 58
2022
Q1
$699K Buy
7,684
+500
+7% +$45.5K 0.15% 54
2021
Q4
$840K Sell
7,184
-342
-5% -$40K 0.17% 48
2021
Q3
$830K Sell
7,526
-879
-10% -$96.9K 0.18% 48
2021
Q2
$940K Sell
8,405
-1,063
-11% -$119K 0.21% 42
2021
Q1
$1.04M Buy
9,468
+1,226
+15% +$134K 0.26% 39
2020
Q4
$882K Buy
8,242
+811
+11% +$86.8K 0.23% 41
2020
Q3
$647K Sell
7,431
-702
-9% -$61.1K 0.2% 45
2020
Q2
$602K Buy
8,133
+698
+9% +$51.7K 0.21% 42
2020
Q1
$489K Buy
7,435
+57
+0.8% +$3.75K 0.2% 42
2019
Q4
$649K Buy
7,378
+1,006
+16% +$88.5K 0.23% 46
2019
Q3
$563K Sell
6,372
-82
-1% -$7.25K 0.22% 44
2019
Q2
$541K Sell
6,454
-2,339
-27% -$196K 0.23% 44
2019
Q1
$657K Buy
8,793
+9
+0.1% +$672 0.29% 40
2018
Q4
$566K Buy
8,784
+930
+12% +$59.9K 0.29% 40
2018
Q3
$446K Buy
7,854
+2,357
+43% +$134K 0.25% 46
2018
Q2
$269K Sell
5,497
-1,264
-19% -$61.9K 0.18% 59
2018
Q1
$391K Buy
6,761
+170
+3% +$9.83K 0.28% 49
2017
Q4
$394K Buy
+6,591
New +$394K 0.28% 49