Wellspring Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
2,759
+54
| +2% | +$4.95K | 0.03% | 127 |
|
|
2025
Q1 | $265K | Sell |
2,705
-207
| -7% | -$20.3K | 0.03% | 106 |
|
|
2024
Q4 | $266K | Sell |
2,912
-366
| -11% | -$33.4K | 0.03% | 105 |
|
|
2024
Q3 | $320K | Sell |
3,278
-1,655
| -34% | -$161K | 0.04% | 109 |
|
|
2024
Q2 | $384K | Sell |
4,933
-451
| -8% | -$35.1K | 0.05% | 93 |
|
|
2024
Q1 | $492K | Buy |
5,384
+81
| +2% | +$7.4K | 0.08% | 72 |
|
|
2023
Q4 | $509K | Buy |
5,303
+395
| +8% | +$37.9K | 0.13% | 69 |
|
|
2023
Q3 | $448K | Buy |
4,908
+23
| +0.5% | +$2.1K | 0.13% | 62 |
|
|
2023
Q2 | $484K | Sell |
4,885
-219
| -4% | -$21.7K | 0.14% | 60 |
|
|
2023
Q1 | $531K | Sell |
5,104
-1,165
| -19% | -$121K | 0.16% | 63 |
|
|
2022
Q4 | $622K | Sell |
6,269
-202
| -3% | -$20K | 0.21% | 60 |
|
|
2022
Q3 | $545K | Sell |
6,471
-216
| -3% | -$18.2K | 0.2% | 52 |
|
|
2022
Q2 | $511K | Sell |
6,687
-21
| -0.3% | -$1.61K | 0.18% | 52 |
|
|
2022
Q1 | $610K | Sell |
6,708
-267
| -4% | -$24.3K | 0.18% | 48 |
|
|
2021
Q4 | $816K | Buy |
6,975
+47
| +0.7% | +$5.5K | 0.23% | 45 |
|
|
2021
Q3 | $764K | Sell |
6,928
-144
| -2% | -$15.9K | 0.23% | 46 |
|
|
2021
Q2 | $791K | Buy |
7,072
+70
| +1% | +$7.83K | 0.25% | 44 |
|
|
2021
Q1 | $460K | Sell |
7,002
-144
| -2% | -$9.46K | 0.22% | 44 |
|
|
2020
Q4 | $764K | Buy |
7,146
+278
| +4% | +$29.7K | 0.27% | 43 |
|
|
2020
Q3 | $590K | Sell |
6,868
-312
| -4% | -$26.8K | 0.23% | 45 |
|
|
2020
Q2 | $528K | Buy |
7,180
+178
| +3% | +$13.1K | 0.22% | 45 |
|
|
2020
Q1 | $460K | Buy |
+7,002
| New | +$460K | 0.22% | 44 |
|