Westover Capital 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 | $217K | Hold |
2,363
| – | – | 0.04% | 216 |
|
|
2025
Q1 | $232K | Hold |
2,363
| – | – | 0.05% | 216 |
|
|
2024
Q4 | $216K | Sell |
2,363
-37
| -2% | -$3.38K | 0.05% | 223 |
|
|
2024
Q3 | $234K | Buy |
+2,400
| New | +$234K | 0.05% | 222 |
|
|
2024
Q1 | – | Sell |
-2,699
| Closed | -$259K | – | 198 |
|
|
2023
Q4 | $259K | Buy |
2,699
+5
| +0.2% | +$480 | 0.08% | 152 |
|
|
2023
Q3 | $246K | Hold |
2,694
| – | – | 0.09% | 157 |
|
|
2023
Q2 | $267K | Buy |
+2,694
| New | +$267K | 0.09% | 149 |
|