SCM

Stordahl Capital Management’s Starbucks SBUX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$457K	Hold	4,990	–	–	0.1%	41
2025 Q1	$489K	Buy	4,990 +6	+0.1%	+$589	0.12%	36
2024 Q4	$455K	Hold	4,984	–	–	0.11%	37
2024 Q3	$486K	Sell	4,984 -200	-4%	-$19.5K	0.12%	34
2024 Q2	$404K	Sell	5,184 -93	-2%	-$7.24K	0.1%	39
2024 Q1	$482K	Buy	5,277 +33	+0.6%	+$3.02K	0.12%	36
2023 Q4	$503K	Sell	5,244 -505	-9%	-$48.5K	0.14%	34
2023 Q3	$525K	Hold	5,749	–	–	0.16%	33
2023 Q2	$569K	Hold	5,749	–	–	0.16%	34
2023 Q1	$599K	Hold	5,749	–	–	0.18%	34
2022 Q4	$570K	Hold	5,749	–	–	0.19%	33
2022 Q3	$484K	Sell	5,749 -175	-3%	-$14.7K	0.17%	32
2022 Q2	$453K	Sell	5,924 -482	-8%	-$36.9K	0.17%	36
2022 Q1	$583K	Buy	6,406 +657	+11%	+$59.8K	0.22%	32
2021 Q4	$672K	Hold	5,749	–	–	0.25%	30
2021 Q3	$634K	Hold	5,749	–	–	0.25%	31
2021 Q2	$643K	Buy	5,749 +1,366	+31%	+$153K	0.26%	29
2021 Q1	$479K	Hold	4,383	–	–	0.2%	33
2020 Q4	$469K	Hold	4,383	–	–	0.21%	32
2020 Q3	$377K	Hold	4,383	–	–	0.2%	33
2020 Q2	$323K	Buy	4,383 +100	+2%	+$7.37K	0.18%	34
2020 Q1	$270K	Hold	4,283	–	–	0.17%	36
2019 Q4	$377K	Hold	4,283	–	–	0.15%	35
2019 Q3	$379K	Sell	4,283 -155	-3%	-$13.7K	0.15%	35
2019 Q2	$400K	Sell	4,438 -6	-0.1%	-$541	0.16%	35
2019 Q1	$338K	Buy	4,444 +7	+0.2%	+$532	0.14%	36
2018 Q4	$286K	Buy	4,437 +41	+0.9%	+$2.64K	0.14%	37
2018 Q3	$259K	Sell	4,396 -175	-4%	-$10.3K	0.12%	38
2018 Q2	$223K	Hold	4,571	–	–	0.1%	41
2018 Q1	$265K	Sell	4,571 -1,000	-18%	-$58K	0.13%	35
2017 Q4	$320K	Buy	+5,571	New	+$320K	0.15%	33