WCWM
Willow Creek Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
2,626
-19
| -0.7% | -$1.74K | 0.02% | 151 |
|
|
2025
Q1 | $259K | Sell |
2,645
-163
| -6% | -$16K | 0.03% | 137 |
|
|
2024
Q4 | $256K | Sell |
2,808
-65
| -2% | -$5.93K | 0.03% | 135 |
|
|
2024
Q3 | $280K | Sell |
2,873
-47
| -2% | -$4.58K | 0.03% | 134 |
|
|
2024
Q2 | $227K | Buy |
2,920
+77
| +3% | +$5.99K | 0.03% | 141 |
|
|
2024
Q1 | $260K | Sell |
2,843
-470
| -14% | -$43K | 0.03% | 131 |
|
|
2023
Q4 | $318K | Buy |
3,313
+8
| +0.2% | +$768 | 0.04% | 109 |
|
|
2023
Q3 | $302K | Buy |
3,305
+97
| +3% | +$8.85K | 0.04% | 104 |
|
|
2023
Q2 | $318K | Sell |
3,208
-168
| -5% | -$16.6K | 0.05% | 111 |
|
|
2023
Q1 | $352K | Sell |
3,376
-7
| -0.2% | -$729 | 0.05% | 91 |
|
|
2022
Q4 | $336K | Sell |
3,383
-73
| -2% | -$7.25K | 0.06% | 91 |
|
|
2022
Q3 | $291K | Hold |
3,456
| – | – | 0.06% | 91 |
|
|
2022
Q2 | $264K | Sell |
3,456
-276
| -7% | -$21.1K | 0.05% | 102 |
|
|
2022
Q1 | $340K | Hold |
3,732
| – | – | 0.07% | 83 |
|
|
2021
Q4 | $437K | Hold |
3,732
| – | – | 0.09% | 66 |
|
|
2021
Q3 | $412K | Hold |
3,732
| – | – | 0.09% | 62 |
|
|
2021
Q2 | $417K | Hold |
3,732
| – | – | 0.1% | 60 |
|
|
2021
Q1 | $408K | Sell |
3,732
-15
| -0.4% | -$1.64K | 0.15% | 48 |
|
|
2020
Q4 | $401K | Buy |
3,747
+15
| +0.4% | +$1.61K | 0.15% | 46 |
|
|
2020
Q3 | $321K | Buy |
3,732
+276
| +8% | +$23.7K | 0.13% | 52 |
|
|
2020
Q2 | $254K | Sell |
3,456
-140
| -4% | -$10.3K | 0.11% | 58 |
|
|
2020
Q1 | $236K | Buy |
3,596
+100
| +3% | +$6.56K | 0.12% | 54 |
|
|
2019
Q4 | $307K | Hold |
3,496
| – | – | 0.14% | 54 |
|
|
2019
Q3 | $309K | Hold |
3,496
| – | – | 0.14% | 54 |
|
|
2019
Q2 | $293K | Buy |
3,496
+40
| +1% | +$3.35K | 0.14% | 57 |
|
|
2019
Q1 | $257K | Buy |
3,456
+221
| +7% | +$16.4K | 0.13% | 58 |
|
|
2018
Q4 | $208K | Sell |
3,235
-380
| -11% | -$24.4K | 0.11% | 65 |
|
|
2018
Q3 | $205K | Buy |
+3,615
| New | +$205K | 0.11% | 70 |
|