A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Starbucks Corp stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 25,404 shares of SBUX stock, worth $2.51 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
25,404
Previous 25,614 0.82%
Holding current value
$2.51 Million
Previous $1.99 Million 24.17%
% of portfolio
0.63%
Previous 0.54%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$72.51 - $98.6 $15,227 - $20,706
-210 Reduced 0.82%
25,404 $2.48 Million
Q2 2024

Aug 02, 2024

SELL
$72.5 - $91.53 $13,050 - $16,475
-180 Reduced 0.7%
25,614 $1.99 Million
Q1 2024

May 03, 2024

BUY
$90.12 - $97.3 $1,622 - $1,751
18 Added 0.07%
25,794 $2.36 Million
Q4 2023

Feb 02, 2024

SELL
$89.48 - $107.21 $14,316 - $17,153
-160 Reduced 0.62%
25,776 $2.47 Million
Q3 2023

Nov 03, 2023

SELL
$91.08 - $102.92 $1,001 - $1,132
-11 Reduced 0.04%
25,936 $2.37 Million
Q2 2023

Aug 11, 2023

SELL
$97.52 - $114.56 $176,316 - $207,124
-1,808 Reduced 6.51%
25,947 $2.57 Million
Q1 2023

Apr 27, 2023

BUY
$98.34 - $109.99 $885 - $989
9 Added 0.03%
27,755 $2.89 Million
Q4 2022

Feb 08, 2023

SELL
$83.76 - $105.05 $5,695 - $7,143
-68 Reduced 0.24%
27,746 $2.75 Million
Q3 2022

Nov 04, 2022

SELL
$77.76 - $92.7 $23,016 - $27,439
-296 Reduced 1.05%
27,814 $2.34 Million
Q2 2022

Aug 09, 2022

SELL
$69.9 - $91.49 $136,514 - $178,679
-1,953 Reduced 6.5%
28,110 $2.15 Million
Q1 2022

May 11, 2022

BUY
$79.29 - $116.68 $11,259 - $16,568
142 Added 0.47%
30,063 $2.74 Million
Q4 2021

Feb 08, 2022

BUY
$106.07 - $116.97 $27,896 - $30,763
263 Added 0.89%
29,921 $3.5 Million
Q3 2021

Oct 21, 2021

BUY
$110.31 - $126.06 $188,409 - $215,310
1,708 Added 6.11%
29,658 $3.27 Million
Q2 2021

Jul 28, 2021

BUY
$109.38 - $118.34 $40,798 - $44,140
373 Added 1.35%
27,950 $3.13 Million
Q1 2021

May 07, 2021

BUY
$96.81 - $111.34 $55,278 - $63,575
571 Added 2.11%
27,577 $3.01 Million
Q4 2020

Feb 12, 2021

BUY
$85.97 - $106.98 $39,804 - $49,531
463 Added 1.74%
27,006 $2.89 Million
Q3 2020

Nov 03, 2020

BUY
$72.65 - $88.38 $31,384 - $38,180
432 Added 1.65%
26,543 $2.28 Million
Q2 2020

Jul 15, 2020

BUY
$62.62 - $83.56 $38,887 - $51,890
621 Added 2.44%
26,111 $1.9 Million
Q1 2020

Apr 14, 2020

BUY
$56.33 - $93.75 $9,238 - $15,375
164 Added 0.65%
25,490 $1.68 Million
Q3 2019

Nov 15, 2019

SELL
$84.55 - $99.11 $36,018 - $42,220
-426 Reduced 1.65%
25,326 $2.24 Million
Q2 2019

Nov 15, 2019

BUY
$73.96 - $84.69 $7,543 - $8,638
102 Added 0.4%
25,752 $2.16 Million
Q1 2019

Nov 15, 2019

SELL
$61.53 - $74.34 $72,236 - $87,275
-1,174 Reduced 4.38%
25,650 $1.91 Million
Q4 2018

Nov 15, 2019

BUY
$54.86 - $68.72 $1.47 Million - $1.84 Million
26,824 New
26,824 $1.73 Million

Others Institutions Holding SBUX

About STARBUCKS CORP


  • Ticker SBUX
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 1,147,399,936
  • Market Cap $114B
  • 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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