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 |
|