Walter & Keenan 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
Q2 | $560K | Buy |
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|
2025
Q1 | $586K | Buy |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $569K | Buy |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $541K | Hold |
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|
2023
Q4 | $569K | Hold |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $656K | Hold |
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|
2023
Q1 | $690K | Hold |
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|
2022
Q4 | $657K | Buy |
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|
2022
Q3 | $558K | Sell |
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|
2022
Q2 | $518K | Buy |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $766K | Hold |
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|
2021
Q3 | $723K | Sell |
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|
2021
Q2 | $836K | Sell |
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|
2021
Q1 | $844K | Hold |
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|
2020
Q4 | $826K | Buy |
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|
2020
Q3 | $644K | Sell |
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|
2020
Q2 | $563K | Sell |
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|
2020
Q1 | $690K | Sell |
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|
2019
Q4 | $2.48M | Hold |
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|
2019
Q3 | $2.49M | Sell |
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|
2019
Q2 | $2.49M | Hold |
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|
2019
Q1 | $2.21M | Sell |
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|
2018
Q4 | $1.99M | Hold |
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|
2018
Q3 | $1.75K | Sell |
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|
2018
Q2 | $1.85M | Hold |
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|
2018
Q1 | $2.19M | Buy |
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|
2017
Q4 | $1.82M | Sell |
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|
2017
Q3 | $1.71M | Buy |
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|
2017
Q2 | $1.84M | Buy |
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|
2017
Q1 | $1.69M | Buy |
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|
2016
Q4 | $1.32M | Sell |
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|
2016
Q3 | $1.52M | Buy |
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|
2016
Q2 | $1.4M | Buy |
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|
2016
Q1 | $615K | Buy |
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