A detailed history of Congress Wealth Management LLC transactions in Starbucks Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,025 shares of SBUX stock, worth $973,828. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,025
Previous 17,456 42.57%
Holding current value
$973,828
Previous $1.6 Million 51.1%
% of portfolio
0.01%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$72.5 - $91.53 $538,747 - $680,159
-7,431 Reduced 42.57%
10,025 $780,000
Q1 2024

Apr 18, 2024

BUY
$90.12 - $97.3 $134,729 - $145,463
1,495 Added 9.37%
17,456 $1.6 Million
Q4 2023

Feb 09, 2024

BUY
$89.48 - $107.21 $765,143 - $916,752
8,551 Added 115.4%
15,961 $1.53 Million
Q3 2023

Oct 30, 2023

BUY
$91.08 - $102.92 $42,989 - $48,578
472 Added 6.8%
7,410 $676,000
Q2 2023

Jul 13, 2023

SELL
$97.52 - $114.56 $9,264 - $10,883
-95 Reduced 1.35%
6,938 $687,000
Q1 2023

Apr 14, 2023

SELL
$98.34 - $109.99 $786 - $879
-8 Reduced 0.11%
7,033 $732,000
Q4 2022

Feb 02, 2023

BUY
$83.76 - $105.05 $16,333 - $20,484
195 Added 2.85%
7,041 $698,000
Q3 2022

Nov 08, 2022

SELL
$77.76 - $92.7 $12,519 - $14,924
-161 Reduced 2.3%
6,846 $577,000
Q2 2022

Aug 11, 2022

SELL
$69.9 - $91.49 $50,817 - $66,513
-727 Reduced 9.4%
7,007 $535,000
Q1 2022

May 16, 2022

SELL
$79.29 - $116.68 $61,766 - $90,893
-779 Reduced 9.15%
7,734 $704,000
Q4 2021

Feb 04, 2022

BUY
$106.07 - $116.97 $902,973 - $995,765
8,513 New
8,513 $996,000

Others Institutions Holding SBUX

About STARBUCKS CORP


  • Ticker SBUX
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 1,147,399,936
  • Market Cap $111B
  • Description
  • Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of specialty coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready...
More about SBUX
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