Ritter Daniher Financial Advisory’s Starbucks SBUX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$77.8K	Buy	869 +25	+3%	+$2.37K	0.01%	237
2025 Q4	$71.1K	Buy	844 +192	+29%	+$16.2K	0.01%	242
2025 Q3	$55.2K	Hold	652	–	–	0.01%	224
2025 Q2	$59.7K	Sell	652 -19	-3%	-$1.65K	0.01%	160
2025 Q1	$65.8K	Hold	671	–	–	0.02%	141
2024 Q4	$61.2K	Hold	671	–	–	0.02%	146
2024 Q3	$65.4K	Hold	671	–	–	0.02%	139
2024 Q2	$52.2K	Sell	671 -22	-3%	-$1.79K	0.02%	147
2024 Q1	$63.3K	Hold	693	–	–	0.02%	133
2023 Q4	$66.5K	Hold	693	–	–	0.02%	129
2023 Q3	$63.3K	Hold	693	–	–	0.03%	126
2023 Q2	$68.6K	Buy	693 +73	+12%	+$7.58K	0.03%	120
2023 Q1	$64.6K	Hold	620	–	–	0.03%	119
2022 Q4	$61.5K	Hold	620	–	–	0.03%	134
2022 Q3	$52K	Hold	620	–	–	0.04%	117
2022 Q2	$47K	Hold	620	–	–	0.03%	115
2022 Q1	$56K	Hold	620	–	–	0.04%	110
2021 Q4	$73K	Buy	620 +189	+44%	+$21.3K	0.05%	96
2021 Q3	$48K	Hold	431	–	–	0.04%	113
2021 Q2	$48K	Hold	431	–	–	0.04%	103
2021 Q1	$47K	Hold	431	–	–	0.04%	95
2020 Q4	$46K	Buy	+431	New	+$41.2K	0.04%	97