Institute for 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 | $7M | Sell |
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|
2025
Q1 | $7.64M | Sell |
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|
2024
Q4 | $7.16M | Sell |
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|
2024
Q3 | $7.66M | Sell |
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|
2024
Q2 | $6.13M | Buy |
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|
2024
Q1 | $6.87M | Sell |
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|
2023
Q4 | $7.21M | Sell |
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|
2023
Q3 | $6.88M | Sell |
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|
2023
Q2 | $7.47M | Sell |
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|
2023
Q1 | $8.01M | Sell |
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|
2022
Q4 | $7.83M | Sell |
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|
2022
Q3 | $6.69M | Sell |
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|
2022
Q2 | $6.07M | Buy |
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|
2022
Q1 | $7.16M | Sell |
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|
2021
Q4 | $9.25M | Buy |
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|
2021
Q3 | $8.64M | Buy |
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|
2021
Q2 | $8.69M | Sell |
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|
2021
Q1 | $8.52M | Sell |
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|
2020
Q4 | $8.76M | Buy |
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|
2020
Q3 | $6.95M | Buy |
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|
2020
Q2 | $5.88M | Buy |
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|
2020
Q1 | $5.22M | Sell |
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|
2019
Q4 | $7.37M | Sell |
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|
2019
Q3 | $7.5M | Sell |
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|
2019
Q2 | $7.17M | Sell |
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|
2019
Q1 | $6.42M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.11M | Sell |
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|
2018
Q2 | $4.41M | Sell |
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|
2018
Q1 | $5.21M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $5.04M | Buy |
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|
2017
Q2 | $5.48M | Buy |
|