Baker Tilly 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 | $1.06M | Sell |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $925K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $2.23M | Sell |
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|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $4.57M | Sell |
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|
2023
Q1 | $4.86M | Sell |
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|
2022
Q4 | $4.93M | Buy |
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|
2022
Q3 | $3.63M | Sell |
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|
2022
Q2 | $3.37M | Buy |
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|
2022
Q1 | $3.76M | Sell |
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|
2021
Q4 | $6.26M | Buy |
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|
2021
Q3 | $5.22M | Buy |
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|
2021
Q2 | $4.48M | Buy |
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|
2021
Q1 | $4.01M | Buy |
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|
2020
Q4 | $2.59M | Buy |
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