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 |
|