AIIMS
Analyst IMS Investment Management Services’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,968
| Closed | -$911K | – | 134 |
|
|
2024
Q1 | $911K | Hold |
9,968
| – | – | 0.04% | 72 |
|
|
2023
Q4 | $957K | Hold |
9,968
| – | – | 0.05% | 66 |
|
|
2023
Q3 | $908K | Hold |
9,968
| – | – | 0.06% | 57 |
|
|
2023
Q2 | $984K | Hold |
9,968
| – | – | 0.07% | 55 |
|
|
2023
Q1 | $1.01M | Sell |
9,968
-440
| -4% | -$44.6K | 0.08% | 55 |
|
|
2022
Q4 | $1.04M | Buy |
10,408
+175
| +2% | +$17.5K | 0.09% | 56 |
|
|
2022
Q3 | $886K | Sell |
10,233
-67
| -0.7% | -$5.8K | 0.09% | 62 |
|
|
2022
Q2 | $787K | Sell |
10,300
-500
| -5% | -$38.2K | 0.08% | 69 |
|
|
2022
Q1 | $982K | Sell |
10,800
-100
| -0.9% | -$9.09K | 0.09% | 69 |
|
|
2021
Q4 | $1.27M | Hold |
10,900
| – | – | 0.12% | 67 |
|
|
2021
Q3 | $1.2M | Hold |
10,900
| – | – | 0.15% | 63 |
|
|
2021
Q2 | $1.22M | Hold |
10,900
| – | – | 0.15% | 67 |
|
|
2021
Q1 | $1.19M | Sell |
10,900
-100
| -0.9% | -$10.9K | 0.16% | 60 |
|
|
2020
Q4 | $1.18M | Hold |
11,000
| – | – | 0.2% | 54 |
|
|
2020
Q3 | $945K | Buy |
11,000
+1,000
| +10% | +$85.9K | 0.19% | 55 |
|
|
2020
Q2 | $736K | Buy |
10,000
+1,500
| +18% | +$110K | 0.17% | 55 |
|
|
2020
Q1 | $559K | Sell |
8,500
-1,093
| -11% | -$71.9K | 0.18% | 62 |
|
|
2019
Q4 | $843K | Hold |
9,593
| – | – | 0.23% | 60 |
|
|
2019
Q3 | $861K | Sell |
9,593
-3,150
| -25% | -$283K | 0.26% | 53 |
|
|
2019
Q2 | $1.07M | Sell |
12,743
-6,767
| -35% | -$567K | 0.32% | 53 |
|
|
2019
Q1 | $1.45M | Sell |
19,510
-1,282
| -6% | -$95.3K | 0.45% | 39 |
|
|
2018
Q4 | $1.32K | Sell |
20,792
-2,650
| -11% | -$168 | 0.21% | 46 |
|
|
2018
Q3 | $1.34K | Sell |
23,442
-2,952
| -11% | -$169 | 0.21% | 44 |
|
|
2018
Q2 | $1.28M | Buy |
26,394
+1,692
| +7% | +$82.1K | 0.39% | 44 |
|
|
2018
Q1 | $1.39M | Sell |
24,702
-2,485
| -9% | -$140K | 0.44% | 44 |
|
|
2017
Q4 | $1.56M | Buy |
27,187
+1,969
| +8% | +$113K | 0.48% | 40 |
|
|
2017
Q3 | $1.37M | Buy |
25,218
+4,718
| +23% | +$257K | 0.45% | 46 |
|
|
2017
Q2 | $1.2M | Buy |
20,500
+3,761
| +22% | +$219K | 0.43% | 52 |
|
|
2017
Q1 | $974K | Buy |
16,739
+7,339
| +78% | +$427K | 0.38% | 59 |
|
|
2016
Q4 | $529K | Buy |
+9,400
| New | +$529K | 0.23% | 73 |
|