Allied Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Hold |
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|
2025
Q1 | $686K | Hold |
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|
2024
Q4 | $638K | Sell |
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|
2024
Q3 | $689K | Sell |
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|
2024
Q2 | $555K | Buy |
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|
2024
Q1 | $647K | Buy |
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|
2023
Q4 | $670K | Hold |
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|
2023
Q3 | $637K | Sell |
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|
2023
Q2 | $756K | Buy |
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|
2023
Q1 | $723K | Hold |
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|
2022
Q4 | $688K | Hold |
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|
2022
Q3 | $585K | Hold |
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|
2022
Q2 | $530K | Buy |
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|
2022
Q1 | $613K | Hold |
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|
2021
Q4 | $788K | Hold |
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|
2021
Q3 | $743K | Hold |
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|
2021
Q2 | $754K | Hold |
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|
2021
Q1 | $736K | Sell |
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|
2020
Q4 | $737K | Hold |
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|
2020
Q3 | $592K | Sell |
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|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | $439K | Hold |
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|
2019
Q4 | $587K | Hold |
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|
2019
Q3 | $590K | Hold |
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|
2019
Q2 | $560K | Hold |
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|
2019
Q1 | $496K | Hold |
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|
2018
Q4 | $430K | Buy |
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|
2018
Q3 | $375K | Hold |
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|
2018
Q2 | $323K | Buy |
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|
2018
Q1 | $382K | Hold |
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|
2017
Q4 | $379K | Buy |
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