Pinnacle Wealth Management Advisory Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.76M | Sell |
19,660
-171
| -0.9% | -$16.2K | 0.12% | 128 |
|
|
2025
Q4 | $1.67M | Sell |
19,831
-1,750
| -8% | -$148K | 0.11% | 122 |
|
|
2025
Q3 | $1.83M | Sell |
21,581
-1,946
| -8% | -$174K | 0.14% | 109 |
|
|
2025
Q2 | $2.16M | Sell |
23,527
-1,664
| -7% | -$144K | 0.18% | 99 |
|
|
2025
Q1 | $2.47M | Sell |
25,191
-874
| -3% | -$90.3K | 0.23% | 89 |
|
|
2024
Q4 | $2.38M | Sell |
26,065
-1,344
| -5% | -$130K | 0.22% | 86 |
|
|
2024
Q3 | $2.67M | Sell |
27,409
-2,912
| -10% | -$250K | 0.26% | 81 |
|
|
2024
Q2 | $2.36M | Sell |
30,321
-10,980
| -27% | -$894K | 0.24% | 85 |
|
|
2024
Q1 | $3.77M | Sell |
41,301
-1,362
| -3% | -$127K | 0.41% | 58 |
|
|
2023
Q4 | $4.1M | Sell |
42,663
-952
| -2% | -$92.7K | 0.48% | 51 |
|
|
2023
Q3 | $3.98M | Sell |
43,615
-1,264
| -3% | -$124K | 0.52% | 49 |
|
|
2023
Q2 | $4.45M | Sell |
44,879
-3,357
| -7% | -$348K | 0.55% | 43 |
|
|
2023
Q1 | $5.02M | Sell |
48,236
-50
| -0.1% | -$5.2K | 0.68% | 37 |
|
|
2022
Q4 | $4.79M | Buy |
48,286
+1,035
| +2% | +$97.7K | 0.72% | 35 |
|
|
2022
Q3 | $3.98M | Sell |
47,251
-4,718
| -9% | -$401K | 0.66% | 40 |
|
|
2022
Q2 | $3.97M | Sell |
51,969
-4,285
| -8% | -$329K | 0.64% | 41 |
|
|
2022
Q1 | $5.12M | Buy |
56,254
+36,385
| +183% | +$3.43M | 0.74% | 32 |
|
|
2021
Q4 | $2.32M | Buy |
19,869
+8,011
| +68% | +$903K | 0.38% | 62 |
|
|
2021
Q3 | $1.31M | Buy |
11,858
+172
| +1% | +$20.1K | 0.31% | 84 |
|
|
2021
Q2 | $1.31M | Buy |
11,686
+589
| +5% | +$66.6K | 0.31% | 83 |
|
|
2021
Q1 | $1.21M | Buy |
11,097
+805
| +8% | +$84.5K | 0.34% | 74 |
|
|
2020
Q4 | $1.1M | Buy |
10,292
+476
| +5% | +$45.4K | 0.34% | 74 |
|
|
2020
Q3 | $843K | Buy |
9,816
+815
| +9% | +$65K | 0.29% | 83 |
|
|
2020
Q2 | $662K | Buy |
9,001
+5,278
| +142% | +$397K | 0.25% | 94 |
|
|
2020
Q1 | $245K | Buy |
+3,723
| New | +$301K | 0.12% | 134 |
|
|
2016
Q3 | – | Sell |
-3,512
| Closed | -$201K | – | 123 |
|
|
2016
Q2 | $201K | Buy |
+3,512
| New | +$200K | 0.16% | 112 |
|
Other funds holding SBUX
VCM
VPM