Triad Financial Advisors’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$570K Buy
2023
Q2
$615K Sell
2023
Q1
$649K Sell
2022
Q4
$817K Sell
2022
Q3
$779K Buy
2022
Q2
$705K Sell
2022
Q1
$857K Sell
2021
Q4
$1.47M Buy