Moss Adams Wealth 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 | $773K | Buy |
8,435
+19
| +0.2% | +$1.74K | 0.07% | 98 |
|
|
2025
Q1 | $825K | Buy |
8,416
+570
| +7% | +$55.9K | 0.09% | 78 |
|
|
2024
Q4 | $716K | Sell |
7,846
-564
| -7% | -$51.5K | 0.08% | 80 |
|
|
2024
Q3 | $820K | Buy |
8,410
+1,342
| +19% | +$131K | 0.09% | 68 |
|
|
2024
Q2 | $550K | Sell |
7,068
-589
| -8% | -$45.9K | 0.08% | 77 |
|
|
2024
Q1 | $700K | Buy |
7,657
+910
| +13% | +$83.2K | 0.11% | 60 |
|
|
2023
Q4 | $648K | Sell |
6,747
-4,531
| -40% | -$435K | 0.14% | 49 |
|
|
2023
Q3 | $1.03M | Buy |
11,278
+202
| +2% | +$18.4K | 0.35% | 26 |
|
|
2023
Q2 | $1.1M | Sell |
11,076
-900
| -8% | -$89.2K | 0.36% | 29 |
|
|
2023
Q1 | $1.25M | Buy |
11,976
+10
| +0.1% | +$1.04K | 0.42% | 24 |
|
|
2022
Q4 | $1.19M | Buy |
+11,966
| New | +$1.19M | 0.59% | 30 |
|