IFWM
Institute for Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7M | Sell |
76,429
-1,463
| -2% | -$134K | 0.78% | 14 |
|
|
2025
Q1 | $7.64M | Sell |
77,892
-543
| -0.7% | -$53.3K | 0.98% | 10 |
|
|
2024
Q4 | $7.16M | Sell |
78,435
-183
| -0.2% | -$16.7K | 0.9% | 13 |
|
|
2024
Q3 | $7.66M | Sell |
78,618
-145
| -0.2% | -$14.1K | 0.97% | 11 |
|
|
2024
Q2 | $6.13M | Buy |
78,763
+3,632
| +5% | +$283K | 0.82% | 12 |
|
|
2024
Q1 | $6.87M | Sell |
75,131
-4
| -0% | -$366 | 0.88% | 11 |
|
|
2023
Q4 | $7.21M | Sell |
75,135
-249
| -0.3% | -$23.9K | 1.17% | 9 |
|
|
2023
Q3 | $6.88M | Sell |
75,384
-9
| -0% | -$821 | 1.24% | 9 |
|
|
2023
Q2 | $7.47M | Sell |
75,393
-1,536
| -2% | -$152K | 1.26% | 8 |
|
|
2023
Q1 | $8.01M | Sell |
76,929
-1,970
| -2% | -$205K | 1.53% | 6 |
|
|
2022
Q4 | $7.83M | Sell |
78,899
-497
| -0.6% | -$49.3K | 1.65% | 4 |
|
|
2022
Q3 | $6.69M | Sell |
79,396
-95
| -0.1% | -$8.01K | 1.5% | 5 |
|
|
2022
Q2 | $6.07M | Buy |
79,491
+752
| +1% | +$57.4K | 1.19% | 8 |
|
|
2022
Q1 | $7.16M | Sell |
78,739
-306
| -0.4% | -$27.8K | 1.16% | 7 |
|
|
2021
Q4 | $9.25M | Buy |
79,045
+721
| +0.9% | +$84.3K | 1.51% | 7 |
|
|
2021
Q3 | $8.64M | Buy |
78,324
+585
| +0.8% | +$64.5K | 1.52% | 8 |
|
|
2021
Q2 | $8.69M | Sell |
77,739
-200
| -0.3% | -$22.4K | 1.53% | 7 |
|
|
2021
Q1 | $8.52M | Sell |
77,939
-3,970
| -5% | -$434K | 1.62% | 7 |
|
|
2020
Q4 | $8.76M | Buy |
81,909
+1,034
| +1% | +$111K | 1.74% | 7 |
|
|
2020
Q3 | $6.95M | Buy |
80,875
+952
| +1% | +$81.8K | 1.59% | 8 |
|
|
2020
Q2 | $5.88M | Buy |
79,923
+442
| +0.6% | +$32.5K | 1.44% | 9 |
|
|
2020
Q1 | $5.23M | Sell |
79,481
-4,338
| -5% | -$285K | 1.61% | 5 |
|
|
2019
Q4 | $7.37M | Sell |
83,819
-970
| -1% | -$85.3K | 1.66% | 4 |
|
|
2019
Q3 | $7.5M | Sell |
84,789
-746
| -0.9% | -$66K | 1.89% | 3 |
|
|
2019
Q2 | $7.17M | Sell |
85,535
-871
| -1% | -$73K | 1.59% | 5 |
|
|
2019
Q1 | $6.42M | Buy |
+86,406
| New | +$6.42M | 1.4% | 8 |
|
|
2018
Q4 | – | Sell |
-89,215
| Closed | -$5.11M | – | 328 |
|
|
2018
Q3 | $5.11M | Sell |
89,215
-1,145
| -1% | -$65.5K | 1.72% | 9 |
|
|
2018
Q2 | $4.41M | Sell |
90,360
-41
| -0% | -$2K | 1.41% | 12 |
|
|
2018
Q1 | $5.21M | Buy |
+90,401
| New | +$5.21M | 1.54% | 8 |
|
|
2017
Q4 | – | Sell |
-93,907
| Closed | -$5.04M | – | 414 |
|
|
2017
Q3 | $5.04M | Buy |
93,907
+27
| +0% | +$1.45K | 1.64% | 5 |
|
|
2017
Q2 | $5.48M | Buy |
+93,880
| New | +$5.48M | 1.51% | 5 |
|