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Bellwether Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Buy |
+178
| New | +$16.3K | ﹤0.01% | 323 |
|
|
2023
Q2 | – | Sell |
-978
| Closed | -$102K | – | 377 |
|
|
2023
Q1 | $102K | Buy |
978
+1
| +0.1% | +$104 | 0.03% | 153 |
|
|
2022
Q4 | $96.9K | Sell |
977
-64
| -6% | -$6.35K | 0.03% | 157 |
|
|
2022
Q3 | $87K | Buy |
1,041
+64
| +7% | +$5.35K | 0.03% | 132 |
|
|
2022
Q2 | $74K | Sell |
977
-105
| -10% | -$7.95K | 0.02% | 142 |
|
|
2022
Q1 | $98K | Hold |
1,082
| – | – | 0.03% | 159 |
|
|
2021
Q4 | $126K | Hold |
1,082
| – | – | 0.04% | 143 |
|
|
2021
Q3 | $119K | Buy |
1,082
+105
| +11% | +$11.5K | 0.04% | 166 |
|
|
2021
Q2 | $109K | Sell |
977
-12
| -1% | -$1.34K | 0.04% | 149 |
|
|
2021
Q1 | $108K | Hold |
989
| – | – | 0.04% | 133 |
|
|
2020
Q4 | $105K | Buy |
+989
| New | +$105K | 0.05% | 127 |
|