WMS Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $526K | Sell |
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|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $458K | Sell |
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|
2024
Q1 | $540K | Hold |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $602K | Sell |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $674K | Buy |
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|
2022
Q3 | $570K | Hold |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $615K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $758K | Buy |
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|
2021
Q2 | $760K | Buy |
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|
2021
Q1 | $717K | Buy |
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|
2020
Q4 | $701K | Buy |
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|
2020
Q3 | $507K | Buy |
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|
2020
Q2 | $416K | Buy |
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|
2020
Q1 | $368K | Sell |
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|
2019
Q4 | $502K | Sell |
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|
2019
Q3 | $514K | Buy |
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|
2019
Q2 | $443K | Buy |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $274K | Buy |
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|
2018
Q2 | $234K | Sell |
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|
2018
Q1 | $331K | Sell |
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|
2017
Q4 | $563K | Buy |
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|
2017
Q3 | $523K | Buy |
|
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|
2017
Q2 | $536K | Sell |
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|
2017
Q1 | $540K | Sell |
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|
2016
Q4 | $633K | Hold |
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|
2016
Q3 | $618K | Buy |
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|
2016
Q2 | $543K | Buy |
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|
2016
Q1 | $554K | Buy |
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|
2015
Q4 | $554K | Buy |
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|
2015
Q3 | $503K | Sell |
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|
2015
Q2 | $540K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $333K | Sell |
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|
2014
Q3 | $448K | Buy |
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|
2014
Q2 | $424K | Buy |
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|
2014
Q1 | $394K | Buy |
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|
2013
Q4 | $422K | Buy |
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