AO
Advisor OS’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,572
| Closed | -$252K | – | 469 |
|
|
2025
Q1 | $252K | Sell |
2,572
-1,976
| -43% | -$194K | 0.03% | 364 |
|
|
2024
Q4 | $415K | Buy |
4,548
+139
| +3% | +$12.7K | 0.05% | 257 |
|
|
2024
Q3 | $430K | Sell |
4,409
-6,009
| -58% | -$586K | 0.04% | 268 |
|
|
2024
Q2 | $811K | Buy |
10,418
+1,781
| +21% | +$139K | 0.09% | 186 |
|
|
2024
Q1 | $789K | Buy |
8,637
+3,604
| +72% | +$329K | 0.09% | 188 |
|
|
2023
Q4 | $483K | Buy |
5,033
+1,628
| +48% | +$156K | 0.06% | 215 |
|
|
2023
Q3 | $311K | Buy |
3,405
+34
| +1% | +$3.1K | 0.05% | 229 |
|
|
2023
Q2 | $334K | Buy |
3,371
+337
| +11% | +$33.4K | 0.05% | 229 |
|
|
2023
Q1 | $316K | Buy |
3,034
+488
| +19% | +$50.8K | 0.08% | 184 |
|
|
2022
Q4 | $253K | Buy |
2,546
+3
| +0.1% | +$298 | 0.07% | 191 |
|
|
2022
Q3 | $214K | Buy |
+2,543
| New | +$214K | 0.06% | 187 |
|
|
2022
Q2 | – | Sell |
-2,639
| Closed | -$240K | – | 208 |
|
|
2022
Q1 | $240K | Sell |
2,639
-10,690
| -80% | -$972K | 0.07% | 189 |
|
|
2021
Q4 | $1.56M | Buy |
13,329
+1,257
| +10% | +$147K | 0.32% | 79 |
|
|
2021
Q3 | $1.33M | Sell |
12,072
-130
| -1% | -$14.3K | 0.29% | 81 |
|
|
2021
Q2 | $1.36M | Buy |
12,202
+1,571
| +15% | +$176K | 0.28% | 70 |
|
|
2021
Q1 | $1.16M | Buy |
10,631
+1,420
| +15% | +$155K | 0.26% | 70 |
|
|
2020
Q4 | $985K | Buy |
9,211
+4,196
| +84% | +$449K | 0.26% | 55 |
|
|
2020
Q3 | $430K | Buy |
+5,015
| New | +$430K | 0.18% | 62 |
|