Congress 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
Q2 | $948K | Sell |
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|
2025
Q1 | $3.52M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $781K | Sell |
|
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $676K | Buy |
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|
2023
Q2 | $687K | Sell |
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|
2023
Q1 | $732K | Sell |
|
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|
2022
Q4 | $698K | Buy |
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|
2022
Q3 | $577K | Sell |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $704K | Sell |
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|
2021
Q4 | $996K | Buy |
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