Advisory Services & Investments’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$781K Sell
8,012
-147
-2% -$14.3K 0.53% 21
2024
Q2
$635K Buy
8,159
+126
+2% +$9.81K 0.44% 23
2024
Q1
$734K Buy
8,033
+1
+0% +$91 0.51% 21
2023
Q4
$771K Sell
8,032
-299
-4% -$28.7K 0.57% 21
2023
Q3
$760K Sell
8,331
-5
-0.1% -$456 0.67% 16
2023
Q2
$826K Sell
8,336
-37
-0.4% -$3.67K 0.68% 18
2023
Q1
$872K Buy
8,373
+4,328
+107% +$451K 0.79% 18
2022
Q4
$401K Sell
4,045
-4,346
-52% -$431K 0.4% 22
2022
Q3
$707K Buy
8,391
+4
+0% +$337 0.75% 18
2022
Q2
$641K Sell
8,387
-250
-3% -$19.1K 0.61% 31
2022
Q1
$786K Buy
8,637
+305
+4% +$27.8K 0.64% 24
2021
Q4
$975K Buy
8,332
+1
+0% +$117 0.62% 23
2021
Q3
$919K Buy
+8,331
New +$919K 0.6% 23