Wellspring Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $370K | Sell |
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|
2025
Q4 | $741K | Buy |
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|
2025
Q3 | $207K | Sell |
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|
2025
Q2 | $253K | Buy |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $320K | Sell |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $484K | Sell |
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $545K | Sell |
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|
2022
Q2 | $511K | Sell |
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|
2022
Q1 | $610K | Sell |
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|
2021
Q4 | $816K | Buy |
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|
2021
Q3 | $764K | Sell |
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|
2021
Q2 | $791K | Buy |
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|
2021
Q1 | $460K | Sell |
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|
2020
Q4 | $764K | Buy |
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|
2020
Q3 | $590K | Sell |
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|
2020
Q2 | $528K | Buy |
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|
2020
Q1 | $460K | Buy |
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