WIM
Westside Investment Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
15,936
+2,406
| +18% | +$223K | 0.27% | 91 |
|
|
2025
Q1 | $1.33M | Buy |
13,530
+1,382
| +11% | +$136K | 0.28% | 94 |
|
|
2024
Q4 | $1.11M | Sell |
12,148
-560
| -4% | -$51.1K | 0.23% | 103 |
|
|
2024
Q3 | $1.11M | Sell |
12,708
-512
| -4% | -$44.8K | 0.24% | 106 |
|
|
2024
Q2 | $1.04M | Buy |
13,220
+422
| +3% | +$33.2K | 0.24% | 105 |
|
|
2024
Q1 | $1.17M | Buy |
12,798
+174
| +1% | +$15.9K | 0.28% | 89 |
|
|
2023
Q4 | $1.21M | Sell |
12,624
-150
| -1% | -$14.4K | 0.31% | 87 |
|
|
2023
Q3 | $1.17M | Buy |
12,774
+39
| +0.3% | +$3.56K | 0.34% | 77 |
|
|
2023
Q2 | $1.26M | Buy |
12,735
+50
| +0.4% | +$4.96K | 0.36% | 73 |
|
|
2023
Q1 | $1.32M | Sell |
12,685
-100
| -0.8% | -$10.4K | 0.39% | 71 |
|
|
2022
Q4 | $596K | Sell |
12,785
-156
| -1% | -$7.28K | 1.47% | 13 |
|
|
2022
Q3 | $559K | Buy |
12,941
+1,232
| +11% | +$53.2K | 1.34% | 15 |
|
|
2022
Q2 | $477K | Buy |
11,709
+2,530
| +28% | +$103K | 1.08% | 22 |
|
|
2022
Q1 | $444K | Buy |
9,179
+325
| +4% | +$15.7K | 0.97% | 25 |
|
|
2021
Q4 | $520K | Hold |
8,854
| – | – | 1.19% | 18 |
|
|
2021
Q3 | $520K | Sell |
8,854
-2,165
| -20% | -$127K | 1.2% | 18 |
|
|
2021
Q2 | $549K | Buy |
11,019
+88
| +0.8% | +$4.38K | 1.27% | 17 |
|
|
2021
Q1 | $536K | Sell |
10,931
-200
| -2% | -$9.81K | 1.41% | 14 |
|
|
2020
Q4 | $525K | Sell |
11,131
-250
| -2% | -$11.8K | 1.44% | 15 |
|
|
2020
Q3 | $422K | Buy |
11,381
+600
| +6% | +$22.2K | 0.19% | 16 |
|
|
2020
Q2 | $317K | Sell |
10,781
-4,334
| -29% | -$127K | 0.19% | 13 |
|
|
2020
Q1 | $123K | Buy |
+15,115
| New | +$123K | 0.08% | 39 |
|
|
2019
Q2 | $199K | Buy |
+11,647
| New | +$199K | 0.44% | 11 |
|
|
2018
Q4 | $781K | Buy |
12,136
+586
| +5% | +$37.7K | 0.29% | 62 |
|
|
2018
Q3 | $793K | Sell |
11,550
-1,356
| -11% | -$93.2K | 0.25% | 64 |
|
|
2018
Q2 | $638K | Buy |
12,906
+3,115
| +32% | +$154K | 0.22% | 70 |
|
|
2018
Q1 | $551K | Sell |
9,791
-335
| -3% | -$18.8K | 0.3% | 72 |
|
|
2017
Q4 | $601K | Buy |
10,126
+23
| +0.2% | +$1.36K | 0.33% | 69 |
|
|
2017
Q3 | $556K | Hold |
10,103
| – | – | 0.34% | 73 |
|
|
2017
Q2 | $584K | Sell |
10,103
-2,600
| -20% | -$150K | 0.38% | 61 |
|
|
2017
Q1 | $740K | Buy |
12,703
+2,986
| +31% | +$174K | 0.35% | 53 |
|
|
2016
Q4 | $565K | Buy |
+9,717
| New | +$565K | 0.38% | 38 |
|