Schwarz Dygos Wheeler Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
24,330
+70
| +0.3% | +$6.41K | 0.51% | 44 |
|
|
2025
Q1 | $2.38M | Sell |
24,260
-26
| -0.1% | -$2.55K | 0.56% | 43 |
|
|
2024
Q4 | $2.22M | Sell |
24,286
-1,118
| -4% | -$102K | 0.54% | 40 |
|
|
2024
Q3 | $2.48M | Sell |
25,404
-210
| -0.8% | -$20.5K | 0.62% | 38 |
|
|
2024
Q2 | $1.99M | Sell |
25,614
-180
| -0.7% | -$14K | 0.53% | 40 |
|
|
2024
Q1 | $2.36M | Buy |
25,794
+18
| +0.1% | +$1.65K | 0.66% | 36 |
|
|
2023
Q4 | $2.47M | Sell |
25,776
-160
| -0.6% | -$15.4K | 0.76% | 33 |
|
|
2023
Q3 | $2.37M | Sell |
25,936
-11
| -0% | -$1K | 0.8% | 30 |
|
|
2023
Q2 | $2.57M | Sell |
25,947
-1,808
| -7% | -$179K | 0.85% | 30 |
|
|
2023
Q1 | $2.89M | Buy |
27,755
+9
| +0% | +$937 | 1.05% | 25 |
|
|
2022
Q4 | $2.75M | Sell |
27,746
-68
| -0.2% | -$6.75K | 1.08% | 26 |
|
|
2022
Q3 | $2.34M | Sell |
27,814
-296
| -1% | -$24.9K | 1.04% | 24 |
|
|
2022
Q2 | $2.15M | Sell |
28,110
-1,953
| -6% | -$149K | 0.86% | 33 |
|
|
2022
Q1 | $2.74M | Buy |
30,063
+142
| +0.5% | +$12.9K | 0.92% | 27 |
|
|
2021
Q4 | $3.5M | Buy |
29,921
+263
| +0.9% | +$30.8K | 1.19% | 23 |
|
|
2021
Q3 | $3.27M | Buy |
29,658
+1,708
| +6% | +$188K | 1.2% | 25 |
|
|
2021
Q2 | $3.13M | Buy |
27,950
+373
| +1% | +$41.7K | 1.13% | 26 |
|
|
2021
Q1 | $3.01M | Buy |
27,577
+571
| +2% | +$62.4K | 1.24% | 21 |
|
|
2020
Q4 | $2.89M | Buy |
27,006
+463
| +2% | +$49.5K | 1.39% | 19 |
|
|
2020
Q3 | $2.28M | Buy |
26,543
+432
| +2% | +$37.1K | 1.29% | 18 |
|
|
2020
Q2 | $1.9M | Buy |
26,111
+621
| +2% | +$45.1K | 1.24% | 20 |
|
|
2020
Q1 | $1.68M | Buy |
25,490
+164
| +0.6% | +$10.8K | 1.42% | 18 |
|
|
2019
Q4 | $2.23M | Hold |
25,326
| – | – | 1.52% | 18 |
|
|
2019
Q3 | $2.24M | Sell |
25,326
-426
| -2% | -$37.7K | 1.78% | 14 |
|
|
2019
Q2 | $2.16M | Buy |
25,752
+102
| +0.4% | +$8.55K | 1.78% | 14 |
|
|
2019
Q1 | $1.91M | Sell |
25,650
-1,174
| -4% | -$87.3K | 1.64% | 19 |
|
|
2018
Q4 | $1.73M | Buy |
+26,824
| New | +$1.73M | 1.86% | 16 |
|