AIMZ Investment Advisors’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Sell
18,719
-498
-3% -$45.6K 0.57% 55
2025
Q1
$1.89M Sell
19,217
-252
-1% -$24.7K 0.66% 52
2024
Q4
$1.78M Sell
19,469
-24
-0.1% -$2.19K 0.62% 50
2024
Q3
$1.9M Buy
19,493
+1
+0% +$97 0.65% 45
2024
Q2
$1.52M Buy
19,492
+13,881
+247% +$1.08M 0.54% 54
2024
Q1
$513K Sell
5,611
-48
-0.8% -$4.39K 0.19% 83
2023
Q4
$543K Hold
5,659
0.22% 78
2023
Q3
$517K Hold
5,659
0.23% 77
2023
Q2
$561K Hold
5,659
0.24% 77
2023
Q1
$589K Hold
5,659
0.26% 73
2022
Q4
$561K Buy
5,659
+735
+15% +$72.9K 0.26% 76
2022
Q3
$415K Hold
4,924
0.21% 80
2022
Q2
$376K Hold
4,924
0.18% 82
2022
Q1
$448K Hold
4,924
0.18% 84
2021
Q4
$576K Hold
4,924
0.22% 82
2021
Q3
$543K Sell
4,924
-311
-6% -$34.3K 0.25% 81
2021
Q2
$585K Hold
5,235
0.26% 78
2021
Q1
$572K Hold
5,235
0.28% 75
2020
Q4
$560K Hold
5,235
0.29% 73
2020
Q3
$450K Hold
5,235
0.27% 75
2020
Q2
$385K Hold
5,235
0.25% 73
2020
Q1
$344K Hold
5,235
0.27% 75
2019
Q4
$460K Hold
5,235
0.3% 73
2019
Q3
$463K Hold
5,235
0.32% 72
2019
Q2
$439K Hold
5,235
0.3% 72
2019
Q1
$389K Sell
5,235
-200
-4% -$14.9K 0.27% 76
2018
Q4
$350K Buy
5,435
+100
+2% +$6.44K 0.27% 75
2018
Q3
$303K Hold
5,335
0.2% 86
2018
Q2
$261K Hold
5,335
0.18% 88
2018
Q1
$309K Sell
5,335
-400
-7% -$23.2K 0.22% 87
2017
Q4
$329K Sell
5,735
-250
-4% -$14.3K 0.25% 81
2017
Q3
$321K Hold
5,985
0.26% 81
2017
Q2
$349K Hold
5,985
0.29% 78
2017
Q1
$349K Hold
5,985
0.29% 79
2016
Q4
$332K Sell
5,985
-200
-3% -$11.1K 0.3% 78
2016
Q3
$335K Hold
6,185
0.3% 78
2016
Q2
$353K Sell
6,185
-2,964
-32% -$169K 0.32% 80
2016
Q1
$650K Buy
9,149
+3,221
+54% +$229K 0.29% 80
2015
Q4
$356K Hold
5,928
0.32% 78
2015
Q3
$337K Hold
5,928
0.31% 78
2015
Q2
$318K Hold
5,928
0.28% 80
2015
Q1
$281K Hold
5,928
0.24% 78
2014
Q4
$243K Buy
+5,928
New +$243K 0.22% 82