TPWM
Twelve Points Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
12,126
+314
| +3% | +$28.8K | 0.3% | 86 |
|
|
2025
Q1 | $1.16M | Buy |
11,812
+192
| +2% | +$18.8K | 0.31% | 72 |
|
|
2024
Q4 | $1.06M | Buy |
11,620
+4,514
| +64% | +$412K | 0.3% | 80 |
|
|
2024
Q3 | $693K | Buy |
+7,106
| New | +$693K | 0.22% | 102 |
|
|
2023
Q1 | – | Sell |
-2,104
| Closed | -$209K | – | 166 |
|
|
2022
Q4 | $209K | Buy |
+2,104
| New | +$209K | 0.14% | 153 |
|
|
2022
Q1 | – | Sell |
-4,945
| Closed | -$578K | – | 186 |
|
|
2021
Q4 | $578K | Buy |
+4,945
| New | +$578K | 0.47% | 75 |
|