Beese Fulmer Investment 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 | $431K | Sell |
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|
2025
Q2 | $475K | Buy |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $496K | Hold |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $573K | Sell |
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|
2023
Q4 | $681K | Hold |
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|
2023
Q3 | $647K | Hold |
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|
2023
Q2 | $703K | Sell |
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|
2023
Q1 | $809K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $213K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $149K | Buy |
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