Wallace Advisory Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
+5,792
| New | +$568K | 0.41% | 66 |
|
|
2024
Q2 | – | Sell |
-2,237
| Closed | -$215K | – | 193 |
|
|
2024
Q1 | $215K | Sell |
2,237
-1,675
| -43% | -$161K | 0.16% | 156 |
|
|
2023
Q4 | $357K | Buy |
3,912
+20
| +0.5% | +$1.83K | 0.28% | 92 |
|
|
2023
Q3 | $386K | Sell |
3,892
-143
| -4% | -$14.2K | 0.28% | 98 |
|
|
2023
Q2 | $420K | Hold |
4,035
| – | – | 0.32% | 88 |
|
|
2023
Q1 | $420K | Sell |
4,035
-3
| -0.1% | -$312 | 0.32% | 88 |
|
|
2022
Q4 | $401K | Buy |
+4,038
| New | +$401K | 0.32% | 89 |
|