Evercore 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 | $2.39M | Sell |
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|
2025
Q1 | $3.31M | Sell |
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|
2024
Q4 | $3.12M | Sell |
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|
2024
Q3 | $3.52M | Sell |
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|
2024
Q2 | $3.17M | Sell |
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|
2024
Q1 | $4.38M | Sell |
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|
2023
Q4 | $4.79M | Sell |
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|
2023
Q3 | $4.57M | Buy |
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|
2023
Q2 | $4.96M | Buy |
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|
2023
Q1 | $5.09M | Buy |
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|
2022
Q4 | $4.8M | Buy |
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|
2022
Q3 | $4M | Sell |
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|
2022
Q2 | $3.65M | Sell |
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|
2022
Q1 | $4.61M | Sell |
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|
2021
Q4 | $6.16M | Sell |
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|
2021
Q3 | $6.1M | Sell |
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|
2021
Q2 | $6.32M | Sell |
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|
2021
Q1 | $6.56M | Sell |
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|
2020
Q4 | $6.45M | Buy |
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|
2020
Q3 | $4.45M | Buy |
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|
2020
Q2 | $3.67M | Buy |
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|
2020
Q1 | $3.21M | Sell |
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|
2019
Q4 | $4.29M | Buy |
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|
2019
Q3 | $4.29M | Buy |
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|
2019
Q2 | $3.39M | Buy |
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|
2019
Q1 | $2.79M | Buy |
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|
2018
Q4 | $2.29M | Buy |
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|
2018
Q3 | $1.94M | Buy |
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|
2018
Q2 | $1.55M | Buy |
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|
2018
Q1 | $1.42M | Sell |
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|
2017
Q4 | $1.53M | Sell |
|
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|
2017
Q3 | $1.45M | Sell |
|
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|
2017
Q2 | $1.62M | Sell |
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|
2017
Q1 | $1.63M | Sell |
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|
2016
Q4 | $2.12M | Buy |
|
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|
2016
Q3 | $1.83M | Sell |
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|
2016
Q2 | $2.01M | Buy |
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|
2016
Q1 | $2.03M | Buy |
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|
2015
Q4 | $1.94M | Buy |
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|
2015
Q3 | $1.71M | Buy |
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|
2015
Q2 | $1.55M | Buy |
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|
2015
Q1 | $929K | Buy |
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|
2014
Q4 | $661K | Buy |
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|
2014
Q3 | $255K | Buy |
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|
2014
Q2 | $195K | Buy |
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|
2014
Q1 | $106K | Buy |
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|
2013
Q4 | $83K | Sell |
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|
2013
Q3 | $293K | Buy |
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|
2013
Q2 | $88K | Buy |
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