Xcel Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Buy |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $435K | Hold |
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|
2024
Q3 | $465K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.22M | Sell |
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|
2021
Q3 | $2.1M | Buy |
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|
2021
Q2 | $2.11M | Sell |
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|
2021
Q1 | $2.06M | Buy |
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|
2020
Q4 | $2.02M | Buy |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $639K | Buy |
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