Soundmark 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
2024
Q2
Sell
2024
Q1
$552K Buy
2023
Q4
$579K Buy
2023
Q3
$549K Sell
2023
Q2
$603K Buy
2023
Q1
$625K Buy
2022
Q4
$594K Sell
2022
Q3
$550K Sell
2022
Q2
$536K Buy
2022
Q1
$638K Sell
2021
Q4
$848K Sell
2021
Q3
$1.13M Sell
2021
Q2
$1.21M Sell
2021
Q1
$1.22M Buy
2020
Q4
$1.15M Buy