Obermeyer Wealth Partners’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 | $343K | Sell |
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|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $424K | Hold |
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|
2023
Q1 | $446K | Sell |
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|
2022
Q4 | $430K | Buy |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $399K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $324K | Buy |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $246K | Sell |
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|
2016
Q3 | $333K | Buy |
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|
2016
Q2 | $317K | Hold |
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|
2016
Q1 | $332K | Sell |
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|
2015
Q4 | $363K | Buy |
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|
2015
Q3 | $208K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $80K | Buy |
|