Willow Creek Wealth Management’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 | $215K | Sell |
|
|||||
|
2025
Q2 | $241K | Sell |
|
|||||
|
2025
Q1 | $259K | Sell |
|
|||||
|
2024
Q4 | $256K | Sell |
|
|||||
|
2024
Q3 | $280K | Sell |
|
|||||
|
2024
Q2 | $227K | Buy |
|
|||||
|
2024
Q1 | $260K | Sell |
|
|||||
|
2023
Q4 | $318K | Buy |
|
|||||
|
2023
Q3 | $302K | Buy |
|
|||||
|
2023
Q2 | $318K | Sell |
|
|||||
|
2023
Q1 | $352K | Sell |
|
|||||
|
2022
Q4 | $336K | Sell |
|
|||||
|
2022
Q3 | $291K | Hold |
|
|||||
|
2022
Q2 | $264K | Sell |
|
|||||
|
2022
Q1 | $340K | Hold |
|
|||||
|
2021
Q4 | $437K | Hold |
|
|||||
|
2021
Q3 | $412K | Hold |
|
|||||
|
2021
Q2 | $417K | Hold |
|
|||||
|
2021
Q1 | $408K | Sell |
|
|||||
|
2020
Q4 | $401K | Buy |
|
|||||
|
2020
Q3 | $321K | Buy |
|
|||||
|
2020
Q2 | $254K | Sell |
|
|||||
|
2020
Q1 | $236K | Buy |
|
|||||
|
2019
Q4 | $307K | Hold |
|
|||||
|
2019
Q3 | $309K | Hold |
|
|||||
|
2019
Q2 | $293K | Buy |
|
|||||
|
2019
Q1 | $257K | Buy |
|
|||||
|
2018
Q4 | $208K | Sell |
|
|||||
|
2018
Q3 | $205K | Buy |
|