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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

SBUX holding history

Starbucks Corp in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SBUX overviewAll 13F holders of SBUXFull Q4 2024 holdings

Shares (Q4 2024)
3,421
Value
$312.1K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of SBUX by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20243,421$312.1K<0.1%+89+2.7%AddedHolders
Q3 20243,332$324.8K<0.1%+258+8.4%AddedHolders
Q2 20243,074$239.3K<0.1%+374+13.9%AddedHolders
Q1 20242,700$246.7K<0.1%+304+12.7%AddedHolders
Q4 20232,396$230.1K<0.1%+2,396NewHolders
Q1 20220$00.0%−2,215−100.0%Sold outHolders
Q4 20212,215$259.0K<0.1%−100−4.3%ReducedHolders
Q3 20212,315$255.0K<0.1%+24+1.0%AddedHolders
Q2 20212,291$256.0K0.1%+20+0.9%AddedHolders
Q1 20212,271$248.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.