A detailed history of Jeppson Wealth Management, LLC transactions in Starbucks Corp stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 6,730 shares of SBUX stock, worth $618,217. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,730
Previous 7,347 8.4%
Holding current value
$618,217
Previous $571,000 14.89%
% of portfolio
0.24%
Previous 0.22%

Shares

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

Nov 04, 2024

SELL
$72.51 - $98.6 $44,738 - $60,836
-617 Reduced 8.4%
6,730 $656,000
Q2 2024

Aug 05, 2024

BUY
$72.5 - $91.53 $69,310 - $87,502
956 Added 14.96%
7,347 $571,000
Q1 2024

Apr 17, 2024

BUY
$90.12 - $97.3 $67,950 - $73,364
754 Added 13.38%
6,391 $584,000
Q4 2023

Jan 11, 2024

SELL
$89.48 - $107.21 $23,712 - $28,410
-265 Reduced 4.49%
5,637 $541,000
Q2 2023

Jul 31, 2023

SELL
$97.52 - $114.56 $51,198 - $60,144
-525 Reduced 8.17%
5,902 $584,000
Q1 2023

Apr 27, 2023

SELL
$98.34 - $109.99 $35,304 - $39,486
-359 Reduced 5.29%
6,427 $669,000
Q4 2022

Jan 27, 2023

SELL
$83.76 - $105.05 $21,861 - $27,418
-261 Reduced 3.7%
6,786 $0
Q3 2022

Oct 20, 2022

SELL
$77.76 - $92.7 $39,657 - $47,277
-510 Reduced 6.75%
7,047 $594,000
Q2 2022

Aug 03, 2022

BUY
$69.9 - $91.49 $150,075 - $196,429
2,147 Added 39.69%
7,557 $577,000
Q1 2022

Apr 27, 2022

BUY
$79.29 - $116.68 $46,305 - $68,141
584 Added 12.1%
5,410 $492,000
Q4 2021

Jan 19, 2022

SELL
$106.07 - $116.97 $3,182 - $3,509
-30 Reduced 0.62%
4,826 $564,000
Q3 2021

Nov 17, 2021

BUY
$110.31 - $126.06 $22,062 - $25,212
200 Added 4.3%
4,856 $535,000
Q2 2021

Jul 20, 2021

SELL
$109.38 - $118.34 $1,093 - $1,183
-10 Reduced 0.21%
4,656 $520,000
Q1 2021

May 19, 2021

SELL
$96.81 - $111.34 $6,292 - $7,237
-65 Reduced 1.37%
4,666 $509,000
Q4 2020

Mar 05, 2021

SELL
$85.97 - $106.98 $21,062 - $26,210
-245 Reduced 4.92%
4,731 $506,000
Q3 2020

Nov 19, 2020

BUY
$72.65 - $88.38 $361,506 - $439,778
4,976 New
4,976 $428,000

Others Institutions Holding SBUX

About STARBUCKS CORP


  • Ticker SBUX
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 1,147,399,936
  • Market Cap $105B
  • 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
Track This Portfolio

Track Jeppson Wealth Management, LLC Portfolio

Follow Jeppson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.