Dougherty Wealth Advisers’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 | $158K | Hold |
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|
2025
Q2 | $171K | Hold |
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|
2025
Q1 | $183K | Hold |
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|
2024
Q4 | $171K | Hold |
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|
2024
Q3 | $182K | Hold |
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|
2024
Q2 | $146K | Hold |
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|
2024
Q1 | $171K | Sell |
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|
2023
Q4 | $272K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $281K | Hold |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $331K | Hold |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $317K | Hold |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $303K | Hold |
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|
2020
Q3 | $243K | Hold |
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|
2020
Q2 | $208K | Hold |
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|
2020
Q1 | $186K | Hold |
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|
2019
Q4 | $249K | Hold |
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|
2019
Q3 | $250K | Hold |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $210K | Hold |
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|
2018
Q4 | $196K | Buy |
|