Delap Wealth Advisory’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Hold |
4,133
| – | – | 0.18% | 56 |
|
|
2025
Q1 | $405K | Hold |
4,133
| – | – | 0.23% | 51 |
|
|
2024
Q4 | $377K | Hold |
4,133
| – | – | 0.23% | 50 |
|
|
2024
Q3 | $403K | Sell |
4,133
-34
| -0.8% | -$3.32K | 0.25% | 38 |
|
|
2024
Q2 | $324K | Sell |
4,167
-6,736
| -62% | -$524K | 0.15% | 74 |
|
|
2024
Q1 | $996K | Sell |
10,903
-8,692
| -44% | -$794K | 0.4% | 41 |
|
|
2023
Q4 | $1.88M | Buy |
+19,595
| New | +$1.88M | 0.85% | 25 |
|