Coastal Bridge 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 | $336K | Buy |
3,662
+168
| +5% | +$15.4K | 0.03% | 337 |
|
2025
Q1 | $343K | Buy |
+3,494
| New | +$343K | 0.08% | 185 |
|
2022
Q1 | – | Sell |
-2,225
| Closed | -$249K | – | 212 |
|
2021
Q4 | $249K | Buy |
+2,225
| New | +$249K | 0.05% | 164 |
|
2017
Q3 | – | Sell |
-3,518
| Closed | -$205K | – | 125 |
|
2017
Q2 | $205K | Buy |
+3,518
| New | +$205K | 0.07% | 100 |
|