TrinityPoint Wealth’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$312K Buy
2024
Q3
$325K Buy
2024
Q2
$239K Buy
2024
Q1
$247K Buy
2023
Q4
$230K Buy
2022
Q1
Sell
2021
Q4
$259K Sell
2021
Q3
$255K Buy
2021
Q2
$256K Buy
2021
Q1
$248K Sell
2020
Q4
$400K Sell
2020
Q3
$355K Buy
2020
Q2
$241K Sell
2020
Q1
$678K Buy
2019
Q4
$900K Buy
2019
Q3
$822K Buy
2019
Q2
$891K Sell
2019
Q1
$1.41M Buy
2018
Q4
$1.2M Buy