Horst & Graben 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $636K | Buy |
6,499
+30
| +0.5% | +$2.84K | 0.09% | 110 |
|
|
2025
Q4 | $545K | Buy |
6,469
+17
| +0.3% | +$1.43K | 0.08% | 109 |
|
|
2025
Q3 | $546K | Sell |
6,452
-33
| -0.5% | -$2.95K | 0.08% | 106 |
|
|
2025
Q2 | $594K | Buy |
6,485
+30
| +0.5% | +$2.6K | 0.1% | 97 |
|
|
2025
Q1 | $633K | Buy |
6,455
+115
| +2% | +$11.9K | 0.11% | 88 |
|
|
2024
Q4 | $579K | Buy |
6,340
+1,034
| +19% | +$100K | 0.1% | 87 |
|
|
2024
Q3 | $517K | Sell |
5,306
-111
| -2% | -$9.52K | 0.09% | 89 |
|
|
2024
Q2 | $422K | Sell |
5,417
-2
| -0% | -$163 | 0.08% | 92 |
|
|
2024
Q1 | $495K | Buy |
5,419
+132
| +2% | +$12.3K | 0.1% | 87 |
|
|
2023
Q4 | $508K | Buy |
5,287
+26
| +0.5% | +$2.53K | 0.11% | 78 |
|
|
2023
Q3 | $480K | Buy |
5,261
+137
| +3% | +$13.4K | 0.12% | 75 |
|
|
2023
Q2 | $508K | Buy |
5,124
+27
| +0.5% | +$2.8K | 0.12% | 71 |
|
|
2023
Q1 | $531K | Buy |
5,097
+27
| +0.5% | +$2.81K | 0.13% | 71 |
|
|
2022
Q4 | $503K | Buy |
5,070
+26
| +0.5% | +$2.45K | 0.13% | 80 |
|
|
2022
Q3 | $425K | Buy |
5,044
+29
| +0.6% | +$2.46K | 0.12% | 81 |
|
|
2022
Q2 | $383K | Sell |
5,015
-107
| -2% | -$8.22K | 0.1% | 88 |
|
|
2022
Q1 | $466K | Buy |
5,122
+27
| +0.5% | +$2.55K | 0.11% | 82 |
|
|
2021
Q4 | $596K | Buy |
5,095
+22
| +0.4% | +$2.48K | 0.15% | 72 |
|
|
2021
Q3 | $560K | Buy |
5,073
+3
| +0.1% | +$351 | 0.15% | 74 |
|
|
2021
Q2 | $567K | Buy |
5,070
+3
| +0.1% | +$339 | 0.16% | 72 |
|
|
2021
Q1 | $554K | Buy |
5,067
+3
| +0.1% | +$315 | 0.17% | 75 |
|
|
2020
Q4 | $542K | Buy |
5,064
+3
| +0.1% | +$286 | 0.19% | 63 |
|
|
2020
Q3 | $435K | Sell |
5,061
-137
| -3% | -$10.9K | 0.17% | 72 |
|
|
2020
Q2 | $383K | Sell |
5,198
-693
| -12% | -$52.1K | 0.17% | 66 |
|
|
2020
Q1 | $387K | Buy |
+5,891
| New | +$476K | 0.2% | 60 |
|
Other funds holding SBUX
VCM
VPM