Central Valley Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,143
| Closed | -$378K | – | 146 |
|
|
2024
Q4 | $378K | Hold |
4,143
| – | – | 0.17% | 97 |
|
|
2024
Q3 | $404K | Sell |
4,143
-105
| -2% | -$10.2K | 0.23% | 81 |
|
|
2024
Q2 | $253K | Sell |
4,248
-25
| -0.6% | -$1.49K | 0.11% | 114 |
|
|
2024
Q1 | $391K | Sell |
4,273
-66
| -2% | -$6.03K | 0.2% | 92 |
|
|
2023
Q4 | $417K | Buy |
+4,339
| New | +$417K | 0.25% | 92 |
|