Baron Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $277K | Sell |
3,028
-372
| -11% | -$34.1K | 0.1% | 153 |
|
2025
Q1 | $334K | Sell |
3,400
-801
| -19% | -$78.6K | 0.15% | 114 |
|
2024
Q4 | $383K | Buy |
4,201
+13
| +0.3% | +$1.19K | 0.18% | 92 |
|
2024
Q3 | $408K | Sell |
4,188
-1
| -0% | -$97 | 0.2% | 80 |
|
2024
Q2 | $326K | Sell |
4,189
-74
| -2% | -$5.76K | 0.17% | 96 |
|
2024
Q1 | $390K | Sell |
4,263
-30
| -0.7% | -$2.74K | 0.21% | 84 |
|
2023
Q4 | $412K | Buy |
4,293
+49
| +1% | +$4.71K | 0.23% | 68 |
|
2023
Q3 | $387K | Buy |
4,244
+90
| +2% | +$8.21K | 0.25% | 61 |
|
2023
Q2 | $412K | Buy |
4,154
+28
| +0.7% | +$2.77K | 0.26% | 60 |
|
2023
Q1 | $430K | Sell |
4,126
-1
| -0% | -$104 | 0.3% | 55 |
|
2022
Q4 | $409K | Buy |
+4,127
| New | +$409K | 0.31% | 56 |
|