TCWA
Turtle Creek Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
25,677
+951
| +4% | +$87.1K | 0.28% | 81 |
|
|
2025
Q1 | $2.43M | Buy |
+24,726
| New | +$2.43M | 0.36% | 74 |
|
|
2024
Q4 | – | Sell |
-5,588
| Closed | -$545K | – | 149 |
|
|
2024
Q3 | $545K | Buy |
5,588
+350
| +7% | +$34.1K | 0.11% | 97 |
|
|
2024
Q2 | $408K | Sell |
5,238
-334
| -6% | -$26K | 0.09% | 102 |
|
|
2024
Q1 | $509K | Sell |
5,572
-1,496
| -21% | -$137K | 0.12% | 90 |
|
|
2023
Q4 | $679K | Buy |
+7,068
| New | +$679K | 0.2% | 81 |
|