IVC 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 | $268K | Sell |
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|
2025
Q2 | $343K | Buy |
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|
2025
Q1 | $367K | Sell |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $1.8M | Sell |
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.63M | Sell |
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|
2021
Q4 | $2.16M | Sell |
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|
2021
Q3 | $2.11M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $2.03M | Sell |
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|
2020
Q4 | $2.01M | Buy |
|