Trevian 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
2025
Q3
$1.35M Buy
2023
Q2
Sell
2023
Q1
$304K Buy
2022
Q4
$283K Sell
2022
Q3
$257K Buy
2022
Q2
$232K Buy
2022
Q1
$274K Sell
2021
Q4
$364K Buy