AE Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Buy |
42,372
+5,098
| +14% | +$467K | 0.03% | 401 |
|
|
2025
Q1 | $3.66M | Sell |
37,274
-32,932
| -47% | -$3.23M | 0.03% | 406 |
|
|
2024
Q4 | $6.41M | Buy |
70,206
+47,104
| +204% | +$4.3M | 0.05% | 305 |
|
|
2024
Q3 | $2.25M | Buy |
23,102
+3
| +0% | +$292 | 0.02% | 494 |
|
|
2024
Q2 | $1.8M | Buy |
23,099
+6,841
| +42% | +$533K | 0.02% | 544 |
|
|
2024
Q1 | $1.49M | Sell |
16,258
-80,185
| -83% | -$7.33M | 0.02% | 566 |
|
|
2023
Q4 | $8.95M | Buy |
96,443
+2,484
| +3% | +$231K | 0.05% | 418 |
|
|
2023
Q3 | $8.58M | Buy |
93,959
+3,164
| +3% | +$289K | 0.05% | 415 |
|
|
2023
Q2 | $8.99M | Buy |
90,795
+326
| +0.4% | +$32.3K | 0.05% | 389 |
|
|
2023
Q1 | $9.42M | Sell |
90,469
-12,454
| -12% | -$1.3M | 0.06% | 359 |
|
|
2022
Q4 | $10.2M | Sell |
102,923
-7,683
| -7% | -$762K | 0.07% | 314 |
|
|
2022
Q3 | $9.32M | Buy |
110,606
+5,166
| +5% | +$435K | 0.07% | 290 |
|
|
2022
Q2 | $8.06M | Buy |
105,440
+34,394
| +48% | +$2.63M | 0.06% | 321 |
|
|
2022
Q1 | $6.46M | Buy |
71,046
+7,049
| +11% | +$641K | 0.04% | 373 |
|
|
2021
Q4 | $7.49M | Buy |
63,997
+2,461
| +4% | +$288K | 0.05% | 326 |
|
|
2021
Q3 | $6.79M | Sell |
61,536
-11,692
| -16% | -$1.29M | 0.06% | 311 |
|
|
2021
Q2 | $8.19M | Sell |
73,228
-707
| -1% | -$79.1K | 0.07% | 254 |
|
|
2021
Q1 | $8.08M | Sell |
73,935
-17,673
| -19% | -$1.93M | 0.08% | 236 |
|
|
2020
Q4 | $9.8M | Buy |
91,608
+9,181
| +11% | +$982K | 0.11% | 180 |
|
|
2020
Q3 | $7.08M | Buy |
82,427
+18,516
| +29% | +$1.59M | 0.1% | 182 |
|
|
2020
Q2 | $4.7M | Buy |
63,911
+2,743
| +4% | +$202K | 0.07% | 227 |
|
|
2020
Q1 | $4.02M | Buy |
61,168
+24,828
| +68% | +$1.63M | 0.09% | 199 |
|
|
2019
Q4 | $3.2M | Buy |
36,340
+3,685
| +11% | +$324K | 0.07% | 249 |
|
|
2019
Q3 | $2.89M | Buy |
32,655
+2,777
| +9% | +$246K | 0.08% | 209 |
|
|
2019
Q2 | $2.51M | Buy |
29,878
+16,003
| +115% | +$1.34M | 0.08% | 198 |
|
|
2019
Q1 | $1.03M | Sell |
13,875
-1,503
| -10% | -$112K | 0.07% | 212 |
|
|
2018
Q4 | $990K | Sell |
15,378
-438
| -3% | -$28.2K | 0.17% | 147 |
|
|
2018
Q3 | $899K | Buy |
15,816
+1,497
| +10% | +$85.1K | 0.05% | 234 |
|
|
2018
Q2 | $699K | Sell |
14,319
-2,718
| -16% | -$133K | 0.05% | 219 |
|
|
2018
Q1 | $986K | Buy |
17,037
+2,892
| +20% | +$167K | 0.08% | 171 |
|
|
2017
Q4 | $812K | Buy |
14,145
+319
| +2% | +$18.3K | 0.07% | 188 |
|
|
2017
Q3 | $743K | Buy |
13,826
+7,529
| +120% | +$405K | 0.07% | 190 |
|
|
2017
Q2 | $367K | Buy |
6,297
+848
| +16% | +$49.4K | 0.04% | 267 |
|
|
2017
Q1 | $318K | Sell |
5,449
-1,544
| -22% | -$90.1K | 0.06% | 208 |
|
|
2016
Q4 | $388K | Buy |
+6,993
| New | +$388K | 0.16% | 133 |
|