West 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.1K | Hold |
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|
2025
Q2 | $45.6K | Hold |
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|
2025
Q1 | $48.8K | Hold |
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|
2024
Q4 | $45.4K | Hold |
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|
2024
Q3 | $48.5K | Hold |
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|
2024
Q2 | $38.7K | Hold |
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|
2024
Q1 | $45.4K | Hold |
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|
2023
Q4 | $47.7K | Hold |
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|
2023
Q3 | $45.4K | Hold |
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|
2023
Q2 | $49.3K | Hold |
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|
2023
Q1 | $51.8K | Hold |
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|
2022
Q4 | $49.3K | Sell |
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|
2022
Q3 | $80K | Buy |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $61K | Hold |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $73K | Buy |
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|
2021
Q2 | $74K | Buy |
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|
2021
Q1 | $73K | Buy |
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|
2020
Q4 | $71K | Buy |
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