KMWM
Keudell/Morrison Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
11,542
+603
| +6% | +$55.3K | 0.23% | 63 |
|
|
2025
Q1 | $1.07M | Buy |
10,939
+1,072
| +11% | +$105K | 0.25% | 62 |
|
|
2024
Q4 | $900K | Buy |
9,867
+370
| +4% | +$33.8K | 0.23% | 70 |
|
|
2024
Q3 | $926K | Buy |
9,497
+61
| +0.6% | +$5.95K | 0.25% | 70 |
|
|
2024
Q2 | $735K | Buy |
9,436
+644
| +7% | +$50.1K | 0.21% | 84 |
|
|
2024
Q1 | $804K | Sell |
8,792
-150
| -2% | -$13.7K | 0.24% | 78 |
|
|
2023
Q4 | $858K | Buy |
8,942
+466
| +5% | +$44.7K | 0.28% | 69 |
|
|
2023
Q3 | $774K | Buy |
8,476
+221
| +3% | +$20.2K | 0.24% | 69 |
|
|
2023
Q2 | $818K | Buy |
8,255
+5
| +0.1% | +$495 | 0.24% | 72 |
|
|
2023
Q1 | $859K | Sell |
8,250
-131
| -2% | -$13.6K | 0.25% | 64 |
|
|
2022
Q4 | $831K | Sell |
8,381
-695
| -8% | -$68.9K | 0.27% | 71 |
|
|
2022
Q3 | $765K | Sell |
9,076
-457
| -5% | -$38.5K | 0.29% | 68 |
|
|
2022
Q2 | $728K | Buy |
9,533
+535
| +6% | +$40.9K | 0.26% | 77 |
|
|
2022
Q1 | $819K | Sell |
8,998
-2,342
| -21% | -$213K | 0.34% | 71 |
|
|
2021
Q4 | $1.33M | Sell |
11,340
-213
| -2% | -$24.9K | 0.52% | 48 |
|
|
2021
Q3 | $1.27M | Sell |
11,553
-393
| -3% | -$43.3K | 0.55% | 48 |
|
|
2021
Q2 | $1.34M | Sell |
11,946
-612
| -5% | -$68.4K | 0.73% | 42 |
|
|
2021
Q1 | $1.37M | Sell |
12,558
-210
| -2% | -$22.9K | 0.8% | 35 |
|
|
2020
Q4 | $1.37M | Sell |
12,768
-854
| -6% | -$91.4K | 0.87% | 30 |
|
|
2020
Q3 | $1.17M | Sell |
13,622
-480
| -3% | -$41.2K | 0.75% | 36 |
|
|
2020
Q2 | $1.04M | Buy |
14,102
+1,329
| +10% | +$97.8K | 0.86% | 37 |
|
|
2020
Q1 | $840K | Sell |
12,773
-1,289
| -9% | -$84.8K | 0.82% | 42 |
|
|
2019
Q4 | $1.24M | Sell |
14,062
-80
| -0.6% | -$7.03K | 0.85% | 34 |
|
|
2019
Q3 | $1.25M | Sell |
14,142
-1,170
| -8% | -$103K | 1.03% | 27 |
|
|
2019
Q2 | $1.46M | Sell |
15,312
-1,457
| -9% | -$139K | 1.28% | 19 |
|
|
2019
Q1 | $1.25M | Buy |
+16,769
| New | +$1.25M | 1.1% | 28 |
|