ShankerValleau 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 | $337K | Hold |
3,679
| – | – | 0.1% | 28 |
|
|
2025
Q1 | $361K | Hold |
3,679
| – | – | 0.12% | 23 |
|
|
2024
Q4 | $336K | Buy |
3,679
+1,000
| +37% | +$91.3K | 0.11% | 27 |
|
|
2024
Q3 | $261K | Sell |
2,679
-200
| -7% | -$19.5K | 0.09% | 24 |
|
|
2024
Q2 | $224K | Hold |
2,879
| – | – | 0.1% | 25 |
|
|
2024
Q1 | $263K | Hold |
2,879
| – | – | 0.12% | 22 |
|
|
2023
Q4 | $276K | Hold |
2,879
| – | – | 0.14% | 19 |
|
|
2023
Q3 | $263K | Hold |
2,879
| – | – | 0.15% | 18 |
|
|
2023
Q2 | $285K | Hold |
2,879
| – | – | 0.16% | 18 |
|
|
2023
Q1 | $300K | Hold |
2,879
| – | – | 0.17% | 17 |
|
|
2022
Q4 | $286K | Hold |
2,879
| – | – | 0.18% | 17 |
|
|
2022
Q3 | $243K | Hold |
2,879
| – | – | 0.16% | 14 |
|
|
2022
Q2 | $220K | Hold |
2,879
| – | – | 0.14% | 13 |
|
|
2022
Q1 | $262K | Hold |
2,879
| – | – | 0.16% | 11 |
|
|
2021
Q4 | $337K | Buy |
+2,879
| New | +$337K | 0.19% | 11 |
|