XWM
Xcel Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Buy |
10,514
+5,560
| +112% | +$509K | 0.27% | 67 |
|
|
2025
Q1 | $486K | Buy |
4,954
+189
| +4% | +$18.5K | 0.15% | 93 |
|
|
2024
Q4 | $435K | Hold |
4,765
| – | – | 0.12% | 93 |
|
|
2024
Q3 | $465K | Buy |
+4,765
| New | +$465K | 0.14% | 88 |
|
|
2022
Q1 | – | Sell |
-18,990
| Closed | -$2.22M | – | 146 |
|
|
2021
Q4 | $2.22M | Sell |
18,990
-12
| -0.1% | -$1.4K | 0.57% | 53 |
|
|
2021
Q3 | $2.1M | Buy |
19,002
+135
| +0.7% | +$14.9K | 0.61% | 48 |
|
|
2021
Q2 | $2.11M | Sell |
18,867
-35
| -0.2% | -$3.91K | 0.64% | 45 |
|
|
2021
Q1 | $2.07M | Buy |
18,902
+27
| +0.1% | +$2.95K | 0.74% | 38 |
|
|
2020
Q4 | $2.02M | Buy |
18,875
+1
| +0% | +$107 | 0.87% | 36 |
|
|
2020
Q3 | $1.62M | Buy |
18,874
+10,180
| +117% | +$874K | 0.83% | 35 |
|
|
2020
Q2 | $639K | Buy |
+8,694
| New | +$639K | 0.4% | 53 |
|