Annis Gardner Whiting Capital Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
5,218
+789
| +18% | +$72.3K | 0.17% | 120 |
|
|
2025
Q1 | $434K | Buy |
4,429
+336
| +8% | +$33K | 0.18% | 114 |
|
|
2024
Q4 | $373K | Buy |
4,093
+47
| +1% | +$4.29K | 0.1% | 157 |
|
|
2024
Q3 | $394K | Sell |
4,046
-17
| -0.4% | -$1.66K | 0.11% | 154 |
|
|
2024
Q2 | $316K | Sell |
4,063
-111
| -3% | -$8.64K | 0.09% | 177 |
|
|
2024
Q1 | $381K | Buy |
4,174
+892
| +27% | +$81.5K | 0.14% | 120 |
|
|
2023
Q4 | $315K | Buy |
3,282
+1,024
| +45% | +$98.3K | 0.14% | 119 |
|
|
2023
Q3 | $206K | Buy |
+2,258
| New | +$206K | 0.11% | 135 |
|