Lyell Wealth Management’s Starbucks SBUX Stock Holding History

Lyell Wealth Management’s Portfolio SBUX Stock Details SBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.15M	Sell	12,600 -5,994	-32%	-$549K	0.09%	115
2025 Q1	$1.82M	Buy	18,594 +1,229	+7%	+$121K	0.17%	98
2024 Q4	$1.58M	Sell	17,365 -1,520	-8%	-$139K	0.14%	103
2024 Q3	$1.84M	Sell	18,885 -14,730	-44%	-$1.44M	0.17%	100
2024 Q2	$2.62M	Sell	33,615 -27,806	-45%	-$2.16M	0.25%	91
2024 Q1	$5.61M	Buy	61,421 +3,892	+7%	+$356K	0.57%	63
2023 Q4	$5.52M	Buy	57,529 +1,267	+2%	+$122K	0.63%	57
2023 Q3	$5.14M	Sell	56,262 -1,070	-2%	-$97.7K	0.69%	56
2023 Q2	$5.68M	Buy	57,332 +1,779	+3%	+$176K	0.73%	50
2023 Q1	$5.78M	Sell	55,553 -1,226	-2%	-$128K	0.81%	48
2022 Q4	$5.63M	Buy	56,779 +215	+0.4%	+$21.3K	0.89%	44
2022 Q3	$4.77M	Sell	56,564 -775	-1%	-$65.3K	0.81%	47
2022 Q2	$4.38M	Sell	57,339 -3,574	-6%	-$273K	0.71%	50
2022 Q1	$5.54M	Sell	60,913 -4,512	-7%	-$410K	0.71%	48
2021 Q4	$7.65M	Buy	65,425 +2,061	+3%	+$241K	0.87%	43
2021 Q3	$6.99M	Buy	63,364 +4,172	+7%	+$460K	0.85%	43
2021 Q2	$6.62M	Buy	59,192 +1,362	+2%	+$152K	0.82%	46
2021 Q1	$6.32M	Buy	57,830 +4,286	+8%	+$468K	0.92%	44
2020 Q4	$5.73M	Buy	53,544 +230	+0.4%	+$24.6K	0.91%	42
2020 Q3	$4.58M	Buy	53,314 +3,961	+8%	+$340K	0.86%	46
2020 Q2	$3.63M	Buy	49,353 +8,117	+20%	+$597K	0.8%	50
2020 Q1	$2.71M	Buy	41,236 +8,481	+26%	+$558K	0.81%	50
2019 Q4	$2.88M	Buy	32,755 +19,887	+155%	+$1.75M	0.77%	51
2019 Q3	$1.14M	Hold	12,868	–	–	0.34%	67
2019 Q2	$1.08M	Buy	12,868 +325	+3%	+$27.3K	0.33%	68
2019 Q1	$932K	Buy	12,543 +2,500	+25%	+$186K	0.31%	69
2018 Q4	$647K	Sell	10,043 -6,170	-38%	-$397K	0.27%	72
2018 Q3	$922K	Sell	16,213 -15,767	-49%	-$897K	0.31%	68
2018 Q2	$1.56M	Sell	31,980 -3,325	-9%	-$162K	0.57%	59
2018 Q1	$2.04M	Sell	35,305 -2,775	-7%	-$161K	0.76%	54
2017 Q4	$2.19M	Sell	38,080 -825	-2%	-$47.4K	0.87%	49
2017 Q3	$2.09M	Buy	38,905 +8,600	+28%	+$462K	0.9%	48
2017 Q2	$1.77M	Buy	+30,305	New	+$1.77M	0.86%	50