A detailed history of Wealth Plan Investment Management, LLC transactions in Starbucks Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,202 shares of SBUX stock, worth $508,287. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,202
Previous 6,203 16.14%
Holding current value
$508,287
Previous $566,000 28.62%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Aug 09, 2024

SELL
$72.5 - $91.53 $72,572 - $91,621
-1,001 Reduced 16.14%
5,202 $404,000
Q1 2024

May 16, 2024

BUY
$90.12 - $97.3 $90 - $97
1 Added 0.02%
6,203 $566,000
Q4 2023

Jan 05, 2024

BUY
$89.48 - $107.21 $268 - $321
3 Added 0.05%
6,202 $595,000
Q3 2023

Nov 15, 2023

BUY
$91.08 - $102.92 $217,043 - $245,258
2,383 Added 62.45%
6,199 $565,000
Q3 2023

Nov 09, 2023

SELL
$91.08 - $102.92 $114,487 - $129,370
-1,257 Reduced 24.78%
3,816 $348,000
Q2 2023

Aug 14, 2023

BUY
$97.52 - $114.56 $118,291 - $138,961
1,213 Added 31.42%
5,073 $502,000
Q2 2023

Jul 25, 2023

SELL
$97.52 - $114.56 $227,904 - $267,726
-2,337 Reduced 37.71%
3,860 $382,000
Q1 2023

May 08, 2023

SELL
$98.34 - $109.99 $338,781 - $378,915
-3,445 Reduced 35.73%
6,197 $645,000
Q4 2022

Feb 15, 2023

BUY
$83.76 - $105.05 $54,444 - $68,282
650 Added 7.23%
9,642 $956,000
Q3 2022

Dec 12, 2022

BUY
$77.76 - $92.7 $125,193 - $149,247
1,610 Added 21.81%
8,992 $916,000
Q1 2022

Sep 07, 2022

BUY
$79.29 - $116.68 $585,318 - $861,331
7,382 New
7,382 $551,000

Others Institutions Holding SBUX

About STARBUCKS CORP


  • Ticker SBUX
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 1,147,399,936
  • Market Cap $112B
  • 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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