BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.83M | Buy |
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|
2023
Q1 | $6.06M | Buy |
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|
2022
Q4 | $5.53M | Buy |
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|
2022
Q3 | $4.45M | Buy |
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|
2022
Q2 | $3.72M | Buy |
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|
2022
Q1 | $664K | Sell |
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|
2021
Q4 | $949K | Buy |
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|
2021
Q3 | $810K | Buy |
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|
2021
Q2 | $794K | Buy |
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|
2021
Q1 | $721K | Sell |
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|
2020
Q4 | $714K | Buy |
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|
2020
Q3 | $550K | Sell |
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|
2020
Q2 | $483K | Sell |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $538K | Buy |
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|
2019
Q3 | $525K | Sell |
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|
2019
Q2 | $559K | Sell |
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|
2019
Q1 | $501K | Buy |
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|
2018
Q4 | $427K | Buy |
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|
2018
Q3 | $329K | Sell |
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|
2018
Q2 | $351K | Buy |
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|
2018
Q1 | $362K | Sell |
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|
2017
Q4 | $376K | Sell |
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|
2017
Q3 | $462K | Buy |
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