Concord Wealth Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $66K | Sell |
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|
2025
Q2 | $73.2K | Sell |
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|
2025
Q1 | $88.5K | Sell |
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|
2024
Q4 | $121K | Sell |
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|
2024
Q3 | $177K | Buy |
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|
2024
Q2 | $126K | Sell |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $747K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $170K | Sell |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $77K | Sell |
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|
2021
Q2 | $197K | Buy |
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|
2021
Q1 | $185K | Buy |
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|
2020
Q4 | $110K | Buy |
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