Smith Salley Wealth Management’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	$3.74M	Buy	41,781 +3,118	+8%	+$295K	0.19%	90
2025 Q4	$3.26M	Sell	38,663 -2,852	-7%	-$241K	0.16%	97
2025 Q3	$3.51M	Sell	41,515 -671	-2%	-$60.1K	0.18%	83
2025 Q2	$3.87M	Buy	42,186 +3,288	+8%	+$285K	0.22%	75
2025 Q1	$3.82M	Buy	38,898 +1,238	+3%	+$128K	0.25%	69
2024 Q4	$3.44M	Buy	37,660 +1,112	+3%	+$108K	0.22%	75
2024 Q3	$3.56M	Buy	36,548 +781	+2%	+$67K	0.23%	75
2024 Q2	$2.78M	Buy	35,767 +1,751	+5%	+$143K	0.2%	81
2024 Q1	$3.11M	Sell	34,016 -9,626	-22%	-$895K	0.24%	72
2023 Q4	$4.19M	Buy	43,642 +429	+1%	+$41.8K	0.27%	68
2023 Q3	$3.94M	Buy	43,213 +435	+1%	+$42.7K	0.29%	67
2023 Q2	$4.24M	Buy	42,778 +576	+1%	+$59.8K	0.31%	66
2023 Q1	$4.39M	Buy	42,202 +944	+2%	+$98.3K	0.35%	66
2022 Q4	$4.09M	Buy	41,258 +326	+0.8%	+$30.8K	0.35%	69
2022 Q3	$3.45M	Buy	40,932 +1,595	+4%	+$136K	0.32%	72
2022 Q2	$3M	Buy	39,337 +24,199	+160%	+$1.86M	0.26%	80
2022 Q1	$1.38M	Buy	15,138 +105	+0.7%	+$9.91K	0.1%	123
2021 Q4	$1.76M	Buy	15,033 +3,137	+26%	+$354K	0.12%	121
2021 Q3	$1.31M	Buy	11,896 +851	+8%	+$99.6K	0.1%	126
2021 Q2	$1.24M	Buy	11,045 +1,277	+13%	+$144K	0.1%	130
2021 Q1	$1.07M	Buy	9,768 +38	+0.4%	+$3.99K	0.1%	122
2020 Q4	$1.04M	Buy	9,730 +2,266	+30%	+$216K	0.11%	114
2020 Q3	$641K	Sell	7,464 -129	-2%	-$10.3K	0.08%	116
2020 Q2	$559K	Buy	7,593 +950	+14%	+$71.4K	0.07%	121
2020 Q1	$437K	Buy	6,643 +987	+17%	+$79.8K	0.07%	125
2019 Q4	$497K	Buy	5,656 +644	+13%	+$54.9K	0.07%	127
2019 Q3	$443K	Sell	5,012 -243	-5%	-$22.5K	0.06%	134
2019 Q2	$441K	Buy	5,255 +378	+8%	+$29.6K	0.07%	130
2019 Q1	$363K	Buy	4,877 +177	+4%	+$12.2K	0.06%	140
2018 Q4	$303K	Buy	4,700 +72	+2%	+$4.51K	0.06%	143
2018 Q3	$263K	Buy	+4,628	New	+$245K	0.04%	162