Caldwell Trust’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 | $292K | Sell |
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|
2025
Q2 | $326K | Buy |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $477K | Sell |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.69M | Sell |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $2.09M | Buy |
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q4 | $2.96M | Buy |
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|
2021
Q3 | $2.76M | Buy |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.32M | Buy |
|