AIA
Allied Investment Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Hold |
6,992
| – | – | 0.11% | 53 |
|
|
2025
Q1 | $686K | Hold |
6,992
| – | – | 0.13% | 51 |
|
|
2024
Q4 | $638K | Sell |
6,992
-75
| -1% | -$6.84K | 0.13% | 49 |
|
|
2024
Q3 | $689K | Sell |
7,067
-64
| -0.9% | -$6.24K | 0.14% | 46 |
|
|
2024
Q2 | $555K | Buy |
7,131
+50
| +0.7% | +$3.89K | 0.13% | 47 |
|
|
2024
Q1 | $647K | Buy |
7,081
+100
| +1% | +$9.14K | 0.16% | 43 |
|
|
2023
Q4 | $670K | Hold |
6,981
| – | – | 0.18% | 44 |
|
|
2023
Q3 | $637K | Sell |
6,981
-649
| -9% | -$59.2K | 0.19% | 43 |
|
|
2023
Q2 | $756K | Buy |
7,630
+690
| +10% | +$68.4K | 0.22% | 41 |
|
|
2023
Q1 | $723K | Hold |
6,940
| – | – | 0.22% | 42 |
|
|
2022
Q4 | $688K | Hold |
6,940
| – | – | 0.22% | 42 |
|
|
2022
Q3 | $585K | Hold |
6,940
| – | – | 0.22% | 41 |
|
|
2022
Q2 | $530K | Buy |
6,940
+200
| +3% | +$15.3K | 0.19% | 41 |
|
|
2022
Q1 | $613K | Hold |
6,740
| – | – | 0.2% | 41 |
|
|
2021
Q4 | $788K | Hold |
6,740
| – | – | 0.27% | 41 |
|
|
2021
Q3 | $743K | Hold |
6,740
| – | – | 0.28% | 40 |
|
|
2021
Q2 | $754K | Hold |
6,740
| – | – | 0.28% | 40 |
|
|
2021
Q1 | $736K | Sell |
6,740
-150
| -2% | -$16.4K | 0.32% | 34 |
|
|
2020
Q4 | $737K | Hold |
6,890
| – | – | 0.35% | 35 |
|
|
2020
Q3 | $592K | Sell |
6,890
-225
| -3% | -$19.3K | 0.32% | 38 |
|
|
2020
Q2 | $524K | Buy |
7,115
+439
| +7% | +$32.3K | 0.3% | 38 |
|
|
2020
Q1 | $439K | Hold |
6,676
| – | – | 0.32% | 36 |
|
|
2019
Q4 | $587K | Hold |
6,676
| – | – | 0.35% | 34 |
|
|
2019
Q3 | $590K | Hold |
6,676
| – | – | 0.38% | 35 |
|
|
2019
Q2 | $560K | Hold |
6,676
| – | – | 0.38% | 35 |
|
|
2019
Q1 | $496K | Hold |
6,676
| – | – | 0.34% | 35 |
|
|
2018
Q4 | $430K | Buy |
6,676
+70
| +1% | +$4.51K | 0.36% | 33 |
|
|
2018
Q3 | $375K | Hold |
6,606
| – | – | 0.28% | 37 |
|
|
2018
Q2 | $323K | Buy |
6,606
+2
| +0% | +$98 | 0.26% | 36 |
|
|
2018
Q1 | $382K | Hold |
6,604
| – | – | 0.31% | 35 |
|
|
2017
Q4 | $379K | Buy |
+6,604
| New | +$379K | 0.32% | 31 |
|