Apella Capital’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
8,292
+816
| +11% | +$76.4K | 0.02% | 250 |
|
|
2025
Q1 | $663K | Sell |
7,476
-46
| -0.6% | -$4.08K | 0.02% | 228 |
|
|
2024
Q4 | $686K | Buy |
7,522
+576
| +8% | +$52.6K | 0.03% | 200 |
|
|
2024
Q3 | $670K | Sell |
6,946
-212
| -3% | -$20.5K | 0.03% | 192 |
|
|
2024
Q2 | $521K | Buy |
7,158
+240
| +3% | +$17.5K | 0.02% | 199 |
|
|
2024
Q1 | $603K | Buy |
6,918
+15
| +0.2% | +$1.31K | 0.03% | 176 |
|
|
2023
Q4 | $646K | Buy |
6,903
+1,709
| +33% | +$160K | 0.04% | 169 |
|
|
2023
Q3 | $474K | Sell |
5,194
-122
| -2% | -$11.1K | 0.03% | 174 |
|
|
2023
Q2 | $527K | Buy |
+5,316
| New | +$527K | 0.04% | 170 |
|
|
2022
Q4 | $791K | Buy |
7,971
+2,797
| +54% | +$277K | 0.07% | 125 |
|
|
2022
Q3 | $436K | Hold |
5,174
| – | – | 0.05% | 145 |
|
|
2022
Q2 | $395K | Buy |
5,174
+845
| +20% | +$64.5K | 0.05% | 161 |
|
|
2022
Q1 | $394K | Sell |
4,329
-493
| -10% | -$44.9K | 0.06% | 144 |
|
|
2021
Q4 | $564K | Sell |
4,822
-73
| -1% | -$8.54K | 0.07% | 124 |
|
|
2021
Q3 | $540K | Sell |
4,895
-417
| -8% | -$46K | 0.08% | 128 |
|
|
2021
Q2 | $594K | Buy |
+5,312
| New | +$594K | 0.1% | 126 |
|