EWM
Empirical Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
41,989
-449
| -1% | -$41.1K | 0.09% | 147 |
|
|
2025
Q1 | $4.16M | Buy |
42,438
+1,758
| +4% | +$172K | 0.11% | 139 |
|
|
2024
Q4 | $3.71M | Buy |
40,680
+2,242
| +6% | +$205K | 0.1% | 134 |
|
|
2024
Q3 | $3.75M | Sell |
38,438
-747
| -2% | -$72.8K | 0.11% | 137 |
|
|
2024
Q2 | $3.05M | Buy |
39,185
+1,740
| +5% | +$135K | 0.09% | 139 |
|
|
2024
Q1 | $3.42M | Sell |
37,445
-1,136
| -3% | -$104K | 0.1% | 131 |
|
|
2023
Q4 | $3.7M | Sell |
38,581
-506
| -1% | -$48.6K | 0.12% | 117 |
|
|
2023
Q3 | $3.57M | Buy |
39,087
+437
| +1% | +$39.9K | 0.14% | 112 |
|
|
2023
Q2 | $3.83M | Buy |
38,650
+2,703
| +8% | +$268K | 0.15% | 108 |
|
|
2023
Q1 | $3.74M | Buy |
35,947
+8,799
| +32% | +$916K | 0.16% | 100 |
|
|
2022
Q4 | $2.69M | Sell |
27,148
-921
| -3% | -$91.4K | 0.13% | 116 |
|
|
2022
Q3 | $2.37M | Buy |
28,069
+219
| +0.8% | +$18.5K | 0.12% | 116 |
|
|
2022
Q2 | $2.13M | Sell |
27,850
-3,528
| -11% | -$269K | 0.11% | 121 |
|
|
2022
Q1 | $2.85M | Sell |
31,378
-2,440
| -7% | -$222K | 0.14% | 106 |
|
|
2021
Q4 | $3.96M | Sell |
33,818
-2,984
| -8% | -$349K | 0.2% | 84 |
|
|
2021
Q3 | $4.06M | Sell |
36,802
-3,939
| -10% | -$435K | 0.23% | 79 |
|
|
2021
Q2 | $4.56M | Buy |
40,741
+19,501
| +92% | +$2.18M | 0.28% | 63 |
|
|
2021
Q1 | $2.32M | Sell |
21,240
-2,494
| -11% | -$273K | 0.19% | 88 |
|
|
2020
Q4 | $2.54M | Sell |
23,734
-9,137
| -28% | -$977K | 0.19% | 75 |
|
|
2020
Q3 | $2.82M | Sell |
32,871
-5,101
| -13% | -$438K | 0.24% | 61 |
|
|
2020
Q2 | $2.79M | Buy |
37,972
+1,985
| +6% | +$146K | 0.26% | 59 |
|
|
2020
Q1 | $2.37M | Buy |
35,987
+1,919
| +6% | +$126K | 0.26% | 58 |
|
|
2019
Q4 | $3M | Buy |
34,068
+3,681
| +12% | +$324K | 0.33% | 46 |
|
|
2019
Q3 | $2.69M | Buy |
30,387
+346
| +1% | +$30.6K | 0.33% | 46 |
|
|
2019
Q2 | $2.52M | Buy |
30,041
+1,847
| +7% | +$155K | 0.33% | 44 |
|
|
2019
Q1 | $2.1M | Buy |
28,194
+3,818
| +16% | +$284K | 0.3% | 51 |
|
|
2018
Q4 | $1.57M | Buy |
24,376
+1,209
| +5% | +$77.9K | 0.27% | 53 |
|
|
2018
Q3 | $1.32M | Sell |
23,167
-3,782
| -14% | -$215K | 0.23% | 55 |
|
|
2018
Q2 | $1.32M | Buy |
26,949
+1,649
| +7% | +$80.5K | 0.25% | 56 |
|
|
2018
Q1 | $1.47M | Buy |
25,300
+801
| +3% | +$46.4K | 0.29% | 48 |
|
|
2017
Q4 | $1.41M | Sell |
24,499
-1,876
| -7% | -$108K | 0.3% | 43 |
|
|
2017
Q3 | $1.42M | Buy |
26,375
+9,481
| +56% | +$509K | 0.33% | 40 |
|
|
2017
Q2 | $985K | Sell |
16,894
-2,305
| -12% | -$134K | 0.24% | 50 |
|
|
2017
Q1 | $1.12M | Sell |
19,199
-4,038
| -17% | -$236K | 0.28% | 43 |
|
|
2016
Q4 | $1.29M | Buy |
23,237
+549
| +2% | +$30.5K | 0.32% | 36 |
|
|
2016
Q3 | $1.23M | Buy |
22,688
+1,216
| +6% | +$65.8K | 0.32% | 36 |
|
|
2016
Q2 | $1.23M | Buy |
21,472
+7,001
| +48% | +$400K | 0.32% | 38 |
|
|
2016
Q1 | $864K | Buy |
14,471
+5,335
| +58% | +$319K | 0.21% | 55 |
|
|
2015
Q4 | $548K | Buy |
9,136
+1,059
| +13% | +$63.5K | 0.13% | 69 |
|
|
2015
Q3 | $459K | Buy |
8,077
+1,230
| +18% | +$69.9K | 0.11% | 77 |
|
|
2015
Q2 | $367K | Buy |
6,847
+3,338
| +95% | +$179K | 0.09% | 89 |
|
|
2015
Q1 | $332K | Sell |
3,509
-2,818
| -45% | -$267K | 0.08% | 79 |
|
|
2014
Q4 | $519K | Hold |
6,327
| – | – | 0.13% | 69 |
|
|
2014
Q3 | $477K | Buy |
6,327
+1,378
| +28% | +$104K | 0.12% | 69 |
|
|
2014
Q2 | $383K | Sell |
4,949
-50
| -1% | -$3.87K | 0.09% | 75 |
|
|
2014
Q1 | $367K | Sell |
4,999
-313
| -6% | -$23K | 0.1% | 74 |
|
|
2013
Q4 | $416K | Buy |
5,312
+1,191
| +29% | +$93.3K | 0.12% | 70 |
|
|
2013
Q3 | $317K | Buy |
4,121
+200
| +5% | +$15.4K | 0.1% | 73 |
|
|
2013
Q2 | $257K | Buy |
+3,921
| New | +$257K | 0.09% | 74 |
|