Hennion & Walsh Asset 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
$520K Buy
2025
Q2
$519K Buy
2025
Q1
$521K Buy
2024
Q4
$415K Buy
2024
Q3
$367K Buy
2024
Q2
$222K Buy
2022
Q4
Sell
2022
Q3
$448K Sell
2022
Q2
$1.04M Sell
2022
Q1
$2M Sell
2021
Q4
$3.5M Sell
2021
Q3
$3.4M Buy
2021
Q2
$2.77M Buy
2021
Q1
$1.72M Buy