Encompass Wealth Advisors’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 | $274K | Sell |
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|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $646K | Hold |
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|
2024
Q2 | $515K | Buy |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $861K | Hold |
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|
2023
Q3 | $818K | Buy |
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|
2023
Q2 | $799K | Hold |
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|
2023
Q1 | $840K | Buy |
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|
2022
Q4 | $780K | Sell |
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|
2022
Q3 | $680K | Hold |
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|
2022
Q2 | $616K | Hold |
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|
2022
Q1 | $734K | Sell |
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|
2021
Q4 | $976K | Sell |
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|
2021
Q3 | $924K | Sell |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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