KJWM
Kiley Juergens Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
119,427
+1,346
| +1% | +$123K | 2.53% | 12 |
|
|
2025
Q1 | $11.6M | Buy |
118,081
+1,408
| +1% | +$138K | 3.08% | 10 |
|
|
2024
Q4 | $10.6M | Sell |
116,673
-516
| -0.4% | -$47.1K | 2.67% | 12 |
|
|
2024
Q3 | $11.4M | Sell |
117,189
-767
| -0.7% | -$74.8K | 2.97% | 11 |
|
|
2024
Q2 | $9.18M | Sell |
117,956
-2,279
| -2% | -$177K | 2.55% | 11 |
|
|
2024
Q1 | $11M | Sell |
120,235
-12
| -0% | -$1.1K | 3.4% | 10 |
|
|
2023
Q4 | $11.5M | Buy |
120,247
+1,734
| +1% | +$166K | 3.86% | 7 |
|
|
2023
Q3 | $10.8M | Sell |
118,513
-684
| -0.6% | -$62.4K | 3.91% | 7 |
|
|
2023
Q2 | $11.8M | Sell |
119,197
-210
| -0.2% | -$20.8K | 4.07% | 6 |
|
|
2023
Q1 | $12.4M | Buy |
119,407
+1,625
| +1% | +$169K | 4.65% | 5 |
|
|
2022
Q4 | $11.7M | Sell |
117,782
-216
| -0.2% | -$21.4K | 4.9% | 6 |
|
|
2022
Q3 | $9.94M | Buy |
117,998
+4,760
| +4% | +$401K | 4.68% | 6 |
|
|
2022
Q2 | $8.65M | Sell |
113,238
-73,190
| -39% | -$5.59M | 4.1% | 7 |
|
|
2022
Q1 | $17M | Buy |
186,428
+74,784
| +67% | +$6.8M | 8.19% | 4 |
|
|
2021
Q4 | $13.1M | Sell |
111,644
-2,044
| -2% | -$239K | 4.95% | 6 |
|
|
2021
Q3 | $12.5M | Buy |
113,688
+150
| +0.1% | +$16.5K | 5.5% | 6 |
|
|
2021
Q2 | $12.7M | Buy |
113,538
+976
| +0.9% | +$109K | 5.82% | 4 |
|
|
2021
Q1 | $12.3M | Sell |
112,562
-1,637
| -1% | -$179K | 6.42% | 4 |
|
|
2020
Q4 | $12.2M | Sell |
114,199
-2,118
| -2% | -$227K | 7.23% | 4 |
|
|
2020
Q3 | $9.99M | Sell |
116,317
-16,039
| -12% | -$1.38M | 7.3% | 5 |
|
|
2020
Q2 | $9.74M | Buy |
132,356
+2,458
| +2% | +$181K | 8.13% | 4 |
|
|
2020
Q1 | $8.54M | Sell |
129,898
-897
| -0.7% | -$59K | 8.81% | 4 |
|
|
2019
Q4 | $11.5M | Buy |
130,795
+25,776
| +25% | +$2.27M | 10.1% | 3 |
|
|
2019
Q3 | $9.29M | Buy |
105,019
+1,933
| +2% | +$171K | 10.16% | 4 |
|
|
2019
Q2 | $8.64M | Sell |
103,086
-1,085
| -1% | -$90.9K | 9.72% | 4 |
|
|
2019
Q1 | $7.74M | Sell |
104,171
-546
| -0.5% | -$40.6K | 9.65% | 4 |
|
|
2018
Q4 | $6.74M | Buy |
104,717
+2,719
| +3% | +$175K | 9.44% | 4 |
|
|
2018
Q3 | $5.8M | Buy |
101,998
+3,375
| +3% | +$192K | 4.33% | 4 |
|
|
2018
Q2 | $4.82M | Buy |
98,623
+1,820
| +2% | +$88.9K | 4.3% | 4 |
|
|
2018
Q1 | $5.6M | Sell |
96,803
-1,084
| -1% | -$62.7K | 6.08% | 4 |
|
|
2017
Q4 | $5.62M | Buy |
+97,887
| New | +$5.62M | 5.06% | 4 |
|