ShankerValleau 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 | $311K | Hold |
|
|||||
|
2025
Q2 | $337K | Hold |
|
|||||
|
2025
Q1 | $361K | Hold |
|
|||||
|
2024
Q4 | $336K | Buy |
|
|||||
|
2024
Q3 | $261K | Sell |
|
|||||
|
2024
Q2 | $224K | Hold |
|
|||||
|
2024
Q1 | $263K | Hold |
|
|||||
|
2023
Q4 | $276K | Hold |
|
|||||
|
2023
Q3 | $263K | Hold |
|
|||||
|
2023
Q2 | $285K | Hold |
|
|||||
|
2023
Q1 | $300K | Hold |
|
|||||
|
2022
Q4 | $286K | Hold |
|
|||||
|
2022
Q3 | $243K | Hold |
|
|||||
|
2022
Q2 | $220K | Hold |
|
|||||
|
2022
Q1 | $262K | Hold |
|
|||||
|
2021
Q4 | $337K | Buy |
|