Willner & Heller’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 | $307K | Sell |
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|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $353K | Buy |
|
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|
2024
Q3 | $363K | Buy |
|
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|
2024
Q2 | $289K | Sell |
|
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|
2024
Q1 | $353K | Sell |
|
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|
2023
Q4 | $373K | Buy |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $305K | Sell |
|
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $434K | Sell |
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|
2021
Q4 | $421K | Buy |
|