Cassaday & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $534K | Sell |
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|
2025
Q2 | $598K | Buy |
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|
2025
Q1 | $573K | Sell |
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|
2024
Q4 | $538K | Sell |
|
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|
2024
Q3 | $577K | Sell |
|
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $524K | Sell |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $606K | Sell |
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|
2022
Q4 | $622K | Buy |
|