Charles Schwab Investment Advisory’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $226K | Buy |
|
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|
2023
Q4 | $231K | Buy |
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|
2023
Q3 | $206K | Buy |
|
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|
2023
Q2 | $214K | Sell |
|
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|
2023
Q1 | $254K | Sell |
|
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|
2022
Q4 | $246K | Sell |
|
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|
2022
Q3 | $221K | Sell |
|
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|
2022
Q2 | $209K | Buy |
|
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|
2022
Q1 | $209K | Buy |
|
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|
2021
Q4 | $203K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $193M | Buy |
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|
2019
Q3 | $191M | Sell |
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|
2019
Q2 | $184M | Sell |
|
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|
2019
Q1 | $164M | Buy |
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|
2018
Q4 | $142M | Sell |
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|
2018
Q3 | $126M | Buy |
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|
2018
Q2 | $105M | Buy |
|