WOSD
WFA of San Diego’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Buy |
+218
| New | +$20K | 0.01% | 273 |
|
|
2024
Q3 | $32.2K | Buy |
330
+80
| +32% | +$7.8K | 0.03% | 213 |
|
|
2024
Q2 | $19.5K | Buy |
+250
| New | +$19.5K | 0.02% | 244 |
|
|
2023
Q3 | $22.8K | Sell |
250
-48
| -16% | -$4.38K | 0.02% | 230 |
|
|
2023
Q2 | $29.5K | Buy |
+298
| New | +$29.5K | 0.03% | 210 |
|
|
2023
Q1 | – | Sell |
-378
| Closed | -$37.5K | – | 350 |
|
|
2022
Q4 | $37.5K | Buy |
+378
| New | +$37.5K | 0.03% | 221 |
|
|
2022
Q3 | – | Sell |
-425
| Closed | -$32K | – | 331 |
|
|
2022
Q2 | $32K | Buy |
+425
| New | +$32K | 0.03% | 192 |
|
|
2022
Q1 | – | Sell |
-1,110
| Closed | -$130K | – | 144 |
|
|
2021
Q4 | $130K | Buy |
+1,110
| New | +$130K | 0.08% | 146 |
|
|
2020
Q3 | – | Sell |
-28,726
| Closed | -$2.65M | – | 211 |
|
|
2020
Q2 | $2.65M | Buy |
+28,726
| New | +$2.65M | 0.62% | 29 |
|