EWM
Evercore Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
26,098
-7,652
| -23% | -$701K | 0.04% | 143 |
|
|
2025
Q1 | $3.31M | Sell |
33,750
-453
| -1% | -$44.4K | 0.05% | 125 |
|
|
2024
Q4 | $3.12M | Sell |
34,203
-1,935
| -5% | -$177K | 0.05% | 128 |
|
|
2024
Q3 | $3.52M | Sell |
36,138
-4,566
| -11% | -$445K | 0.05% | 121 |
|
|
2024
Q2 | $3.17M | Sell |
40,704
-7,188
| -15% | -$560K | 0.05% | 125 |
|
|
2024
Q1 | $4.38M | Sell |
47,892
-1,991
| -4% | -$182K | 0.07% | 107 |
|
|
2023
Q4 | $4.79M | Sell |
49,883
-202
| -0.4% | -$19.4K | 0.08% | 98 |
|
|
2023
Q3 | $4.57M | Buy |
50,085
+17
| +0% | +$1.55K | 0.09% | 95 |
|
|
2023
Q2 | $4.96M | Buy |
50,068
+1,226
| +3% | +$121K | 0.09% | 94 |
|
|
2023
Q1 | $5.09M | Buy |
48,842
+469
| +1% | +$48.8K | 0.1% | 92 |
|
|
2022
Q4 | $4.8M | Buy |
48,373
+900
| +2% | +$89.3K | 0.1% | 90 |
|
|
2022
Q3 | $4M | Sell |
47,473
-260
| -0.5% | -$21.9K | 0.09% | 97 |
|
|
2022
Q2 | $3.65M | Sell |
47,733
-2,992
| -6% | -$229K | 0.08% | 108 |
|
|
2022
Q1 | $4.61M | Sell |
50,725
-1,900
| -4% | -$173K | 0.08% | 104 |
|
|
2021
Q4 | $6.16M | Sell |
52,625
-2,655
| -5% | -$311K | 0.1% | 96 |
|
|
2021
Q3 | $6.1M | Sell |
55,280
-1,267
| -2% | -$140K | 0.11% | 92 |
|
|
2021
Q2 | $6.32M | Sell |
56,547
-3,508
| -6% | -$392K | 0.12% | 93 |
|
|
2021
Q1 | $6.56M | Sell |
60,055
-202
| -0.3% | -$22.1K | 0.13% | 88 |
|
|
2020
Q4 | $6.45M | Buy |
60,257
+8,514
| +16% | +$911K | 0.14% | 83 |
|
|
2020
Q3 | $4.45M | Buy |
51,743
+1,806
| +4% | +$155K | 0.11% | 94 |
|
|
2020
Q2 | $3.67M | Buy |
49,937
+1,132
| +2% | +$83.3K | 0.1% | 94 |
|
|
2020
Q1 | $3.21M | Sell |
48,805
-13
| -0% | -$855 | 0.11% | 94 |
|
|
2019
Q4 | $4.29M | Buy |
48,818
+320
| +0.7% | +$28.1K | 0.12% | 101 |
|
|
2019
Q3 | $4.29M | Buy |
48,498
+8,089
| +20% | +$715K | 0.13% | 99 |
|
|
2019
Q2 | $3.39M | Buy |
40,409
+2,955
| +8% | +$248K | 0.1% | 112 |
|
|
2019
Q1 | $2.79M | Buy |
37,454
+1,836
| +5% | +$137K | 0.09% | 119 |
|
|
2018
Q4 | $2.29M | Buy |
35,618
+1,509
| +4% | +$97.2K | 0.09% | 124 |
|
|
2018
Q3 | $1.94M | Buy |
34,109
+2,360
| +7% | +$134K | 0.06% | 148 |
|
|
2018
Q2 | $1.55M | Buy |
31,749
+7,154
| +29% | +$349K | 0.05% | 162 |
|
|
2018
Q1 | $1.42M | Sell |
24,595
-2,050
| -8% | -$119K | 0.05% | 152 |
|
|
2017
Q4 | $1.53M | Sell |
26,645
-333
| -1% | -$19.1K | 0.06% | 154 |
|
|
2017
Q3 | $1.45M | Sell |
26,978
-817
| -3% | -$43.9K | 0.06% | 157 |
|
|
2017
Q2 | $1.62M | Sell |
27,795
-36
| -0.1% | -$2.1K | 0.06% | 152 |
|
|
2017
Q1 | $1.63M | Sell |
27,831
-10,361
| -27% | -$605K | 0.06% | 150 |
|
|
2016
Q4 | $2.12M | Buy |
38,192
+4,334
| +13% | +$241K | 0.09% | 129 |
|
|
2016
Q3 | $1.83M | Sell |
33,858
-1,377
| -4% | -$74.5K | 0.08% | 136 |
|
|
2016
Q2 | $2.01M | Buy |
35,235
+1,207
| +4% | +$68.9K | 0.09% | 128 |
|
|
2016
Q1 | $2.03M | Buy |
34,028
+1,744
| +5% | +$104K | 0.09% | 123 |
|
|
2015
Q4 | $1.94M | Buy |
32,284
+2,253
| +8% | +$135K | 0.09% | 130 |
|
|
2015
Q3 | $1.71M | Buy |
30,031
+1,054
| +4% | +$59.9K | 0.08% | 136 |
|
|
2015
Q2 | $1.56M | Buy |
28,977
+19,167
| +195% | +$1.03M | 0.07% | 159 |
|
|
2015
Q1 | $929K | Buy |
9,810
+1,779
| +22% | +$168K | 0.04% | 193 |
|
|
2014
Q4 | $661K | Buy |
8,031
+4,641
| +137% | +$382K | 0.03% | 210 |
|
|
2014
Q3 | $255K | Buy |
3,390
+871
| +35% | +$65.5K | 0.01% | 357 |
|
|
2014
Q2 | $195K | Buy |
2,519
+1,063
| +73% | +$82.3K | 0.01% | 391 |
|
|
2014
Q1 | $106K | Buy |
1,456
+400
| +38% | +$29.1K | 0.01% | 475 |
|
|
2013
Q4 | $83K | Sell |
1,056
-2,752
| -72% | -$216K | ﹤0.01% | 483 |
|
|
2013
Q3 | $293K | Buy |
3,808
+2,467
| +184% | +$190K | 0.02% | 353 |
|
|
2013
Q2 | $88K | Buy |
+1,341
| New | +$88K | 0.01% | 504 |
|