TriaGen 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 | $365K | Hold |
4,075
| – | – | 0.1% | 137 |
|
|
2025
Q4 | $343K | Sell |
4,075
-2,000
| -33% | -$169K | 0.09% | 146 |
|
|
2025
Q3 | $514K | Sell |
6,075
-1,070
| -15% | -$95.8K | 0.13% | 120 |
|
|
2025
Q2 | $655K | Sell |
7,145
-16
| -0.2% | -$1.39K | 0.2% | 101 |
|
|
2025
Q1 | $702K | Sell |
7,161
-1,200
| -14% | -$124K | 0.25% | 82 |
|
|
2024
Q4 | $763K | Buy |
8,361
+16
| +0.2% | +$1.55K | 0.26% | 79 |
|
|
2024
Q3 | $814K | Sell |
8,345
-41
| -0.5% | -$3.52K | 0.27% | 79 |
|
|
2024
Q2 | $653K | Hold |
8,386
| – | – | 0.25% | 86 |
|
|
2024
Q1 | $766K | Hold |
8,386
| – | – | 0.32% | 71 |
|
|
2023
Q4 | $805K | Hold |
8,386
| – | – | 0.38% | 66 |
|
|
2023
Q3 | $765K | Hold |
8,386
| – | – | 0.39% | 64 |
|
|
2023
Q2 | $831K | Sell |
8,386
-76
| -0.9% | -$7.89K | 0.38% | 69 |
|
|
2023
Q1 | $881K | Buy |
8,462
+76
| +0.9% | +$7.91K | 0.44% | 66 |
|
|
2022
Q4 | $832K | Sell |
8,386
-50
| -0.6% | -$4.72K | 0.46% | 60 |
|
|
2022
Q3 | $711K | Sell |
8,436
-19
| -0.2% | -$1.61K | 0.39% | 67 |
|
|
2022
Q2 | $646K | Buy |
8,455
+1,138
| +16% | +$87.4K | 0.46% | 65 |
|
|
2022
Q1 | $666K | Buy |
7,317
+10
| +0.1% | +$944 | 0.35% | 84 |
|
|
2021
Q4 | $855K | Hold |
7,307
| – | – | 0.42% | 73 |
|
|
2021
Q3 | $806K | Hold |
7,307
| – | – | 0.44% | 75 |
|
|
2021
Q2 | $887K | Buy |
7,307
+10
| +0.1% | +$1.13K | 0.46% | 71 |
|
|
2021
Q1 | $797K | Buy |
7,297
+1
| +0% | +$105 | 0.46% | 67 |
|
|
2020
Q4 | $781K | Buy |
+7,296
| New | +$697K | 0.46% | 72 |
|
Other funds holding SBUX
VCM
VPM
