Evernest Financial 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 | $429K | Sell |
4,684
-132
| -3% | -$12.1K | 0.14% | 117 |
|
|
2025
Q1 | $472K | Buy |
4,816
+84
| +2% | +$8.24K | 0.17% | 105 |
|
|
2024
Q4 | $432K | Sell |
4,732
-162
| -3% | -$14.8K | 0.11% | 115 |
|
|
2024
Q3 | $477K | Sell |
4,894
-1,369
| -22% | -$133K | 0.13% | 108 |
|
|
2024
Q2 | $488K | Sell |
6,263
-243
| -4% | -$18.9K | 0.22% | 86 |
|
|
2024
Q1 | $570K | Buy |
6,506
+81
| +1% | +$7.1K | 0.27% | 80 |
|
|
2023
Q4 | $617K | Buy |
+6,425
| New | +$617K | 0.31% | 73 |
|
|
2021
Q4 | $627K | Buy |
+6,440
| New | +$627K | 0.32% | 70 |
|