Sheets Smith Wealth Management’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 | $455K | Buy |
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|
2025
Q2 | $493K | Buy |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $548K | Sell |
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|
2024
Q3 | $681K | Sell |
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|
2024
Q2 | $593K | Sell |
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|
2024
Q1 | $731K | Buy |
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|
2023
Q4 | $767K | Sell |
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|
2023
Q3 | $765K | Buy |
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|
2023
Q2 | $829K | Buy |
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|
2023
Q1 | $870K | Sell |
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|
2022
Q4 | $841K | Buy |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $638K | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $993K | Sell |
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|
2019
Q4 | $1.52M | Sell |
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|
2019
Q3 | $2.12M | Sell |
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|
2019
Q2 | $2.43M | Sell |
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|
2019
Q1 | $2.26M | Buy |
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|
2018
Q4 | $1.54M | Sell |
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|
2018
Q3 | $1.49M | Buy |
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|
2018
Q2 | $224K | Hold |
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|
2018
Q1 | $266K | Hold |
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|
2017
Q4 | $264K | Buy |
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|
2017
Q3 | $242K | Hold |
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|
2017
Q2 | $263K | Hold |
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|
2017
Q1 | $263K | Hold |
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|
2016
Q4 | $250K | Hold |
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|
2016
Q3 | $244K | Hold |
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|
2016
Q2 | $258K | Hold |
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|
2016
Q1 | $269K | Hold |
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|
2015
Q4 | $271K | Hold |
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|
2015
Q3 | $256K | Hold |
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|
2015
Q2 | $242K | Hold |
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|
2015
Q1 | $214K | Sell |
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|
2014
Q4 | $226K | Hold |
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|
2014
Q3 | $208K | Hold |
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|
2014
Q2 | $213K | Hold |
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|
2014
Q1 | $202K | Hold |
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|
2013
Q4 | $216K | Hold |
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|
2013
Q3 | $212K | Buy |
|