Fermata 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
Q2
Sell
2025
Q1
$233K Buy
2024
Q4
$211K Sell
2024
Q3
$225K Sell
2024
Q2
$222K Sell
2024
Q1
$350K Buy
2022
Q2
Sell
2022
Q1
$219K Sell
2021
Q4
$308K Sell
2021
Q3
$322K Buy
2021
Q2
$302K Buy