Klingman & Associates’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 | $348K | Sell |
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|
2025
Q2 | $406K | Sell |
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|
2025
Q1 | $442K | Buy |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $251K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $32K | Buy |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $4K | Hold |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Sell |
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|
2015
Q2 | $36K | Buy |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $3K | Buy |
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