West 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 | $45.6K | Hold |
497
| – | – | 0.01% | 105 |
|
|
2025
Q1 | $48.8K | Hold |
497
| – | – | 0.01% | 102 |
|
|
2024
Q4 | $45.4K | Hold |
497
| – | – | 0.01% | 99 |
|
|
2024
Q3 | $48.5K | Hold |
497
| – | – | 0.01% | 90 |
|
|
2024
Q2 | $38.7K | Hold |
497
| – | – | 0.01% | 85 |
|
|
2024
Q1 | $45.4K | Hold |
497
| – | – | 0.01% | 83 |
|
|
2023
Q4 | $47.7K | Hold |
497
| – | – | 0.01% | 85 |
|
|
2023
Q3 | $45.4K | Hold |
497
| – | – | 0.01% | 82 |
|
|
2023
Q2 | $49.3K | Hold |
497
| – | – | 0.01% | 80 |
|
|
2023
Q1 | $51.8K | Hold |
497
| – | – | 0.01% | 76 |
|
|
2022
Q4 | $49.3K | Sell |
497
-450
| -48% | -$44.7K | 0.01% | 76 |
|
|
2022
Q3 | $80K | Buy |
947
+281
| +42% | +$23.7K | 0.02% | 86 |
|
|
2022
Q2 | $51K | Hold |
666
| – | – | 0.01% | 98 |
|
|
2022
Q1 | $61K | Hold |
666
| – | – | 0.02% | 98 |
|
|
2021
Q4 | $78K | Hold |
666
| – | – | 0.02% | 96 |
|
|
2021
Q3 | $73K | Buy |
666
+1
| +0.2% | +$110 | 0.02% | 89 |
|
|
2021
Q2 | $74K | Buy |
665
+1
| +0.2% | +$111 | 0.02% | 83 |
|
|
2021
Q1 | $73K | Buy |
664
+1
| +0.2% | +$110 | 0.02% | 83 |
|
|
2020
Q4 | $71K | Buy |
+663
| New | +$71K | 0.03% | 82 |
|