Waypoint Wealth Counsel’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+2,218
| New | +$203K | 0.1% | 176 |
|
|
2023
Q4 | – | Sell |
-2,460
| Closed | -$224K | – | 100 |
|
|
2023
Q3 | $224K | Buy |
2,460
+21
| +0.9% | +$1.92K | 0.21% | 78 |
|
|
2023
Q2 | $242K | Buy |
2,439
+171
| +8% | +$16.9K | 0.22% | 74 |
|
|
2023
Q1 | $236K | Sell |
2,268
-7
| -0.3% | -$729 | 0.18% | 77 |
|
|
2022
Q4 | $226K | Buy |
+2,275
| New | +$226K | 0.18% | 82 |
|