BTWM
Baker Tilly Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
12,700
+451
| +4% | +$41.3K | 0.42% | 48 |
|
|
2025
Q1 | $1.2M | Buy |
12,249
+2,111
| +21% | +$207K | 0.47% | 45 |
|
|
2024
Q4 | $925K | Sell |
10,138
-585
| -5% | -$53.4K | 0.36% | 57 |
|
|
2024
Q3 | $1.05M | Sell |
10,723
-2,416
| -18% | -$236K | 0.46% | 50 |
|
|
2024
Q2 | $1.02M | Sell |
13,139
-11,286
| -46% | -$879K | 0.42% | 48 |
|
|
2024
Q1 | $2.23M | Sell |
24,425
-2,646
| -10% | -$242K | 0.4% | 60 |
|
|
2023
Q4 | $2.6M | Sell |
27,071
-1,849
| -6% | -$178K | 0.43% | 48 |
|
|
2023
Q3 | $2.64M | Sell |
28,920
-17,235
| -37% | -$1.57M | 0.43% | 48 |
|
|
2023
Q2 | $4.57M | Sell |
46,155
-482
| -1% | -$47.7K | 0.48% | 44 |
|
|
2023
Q1 | $4.86M | Sell |
46,637
-3,014
| -6% | -$314K | 0.55% | 39 |
|
|
2022
Q4 | $4.93M | Buy |
49,651
+6,560
| +15% | +$651K | 0.61% | 37 |
|
|
2022
Q3 | $3.63M | Sell |
43,091
-1,072
| -2% | -$90.3K | 0.49% | 44 |
|
|
2022
Q2 | $3.37M | Buy |
44,163
+2,807
| +7% | +$214K | 0.44% | 56 |
|
|
2022
Q1 | $3.76M | Sell |
41,356
-12,134
| -23% | -$1.1M | 0.42% | 54 |
|
|
2021
Q4 | $6.26M | Buy |
53,490
+6,162
| +13% | +$721K | 0.67% | 27 |
|
|
2021
Q3 | $5.22M | Buy |
47,328
+7,254
| +18% | +$800K | 0.69% | 19 |
|
|
2021
Q2 | $4.48M | Buy |
40,074
+3,359
| +9% | +$376K | 0.72% | 19 |
|
|
2021
Q1 | $4.01M | Buy |
36,715
+12,475
| +51% | +$1.36M | 0.82% | 17 |
|
|
2020
Q4 | $2.59M | Buy |
+24,240
| New | +$2.59M | 0.8% | 24 |
|