Jeppson 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
Q3 | $549K | Buy |
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|
2025
Q2 | $582K | Sell |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $656K | Sell |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $584K | Buy |
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|
2023
Q4 | $541K | Sell |
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|
2023
Q3 | $539K | Hold |
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|
2023
Q2 | $585K | Sell |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $673K | Sell |
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|
2022
Q3 | $594K | Sell |
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|
2022
Q2 | $577K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $564K | Sell |
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|
2021
Q3 | $535K | Buy |
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|
2021
Q2 | $520K | Sell |
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|
2021
Q1 | $509K | Sell |
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|
2020
Q4 | $506K | Sell |
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|
2020
Q3 | $428K | Buy |
|