Tolleson 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 | $281K | Buy |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $315K | Sell |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $640K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $291K | Hold |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $353K | Sell |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $389K | Hold |
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|
2020
Q4 | $380K | Hold |
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|
2020
Q3 | $306K | Hold |
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|
2020
Q2 | $262K | Hold |
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|
2020
Q1 | $234K | Sell |
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|
2019
Q4 | $318K | Buy |
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|
2019
Q3 | $314K | Hold |
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|
2019
Q2 | $298K | Hold |
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|
2019
Q1 | $264K | Hold |
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|
2018
Q4 | $229K | Buy |
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