Circle 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
$25.2M Buy
2025
Q2
$26.9M Sell
2025
Q1
$28.8M Hold
2024
Q4
$26.8M Sell
2024
Q3
$30.6M Buy
2024
Q2
$24.3M Sell
2024
Q1
$30M Buy
2023
Q4
$29.5M Sell
2023
Q3
$50.1M Buy
2020
Q2
Sell
2020
Q1
$214K Buy
2019
Q4
$273K Buy
2018
Q2
Sell
2018
Q1
$338K Buy
2017
Q4
$334K Buy
2017
Q3
$311K Buy
2017
Q2
$322K Buy
2017
Q1
$321K Buy
2016
Q4
$291K Buy