Aptus Capital Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.57M | Buy |
62,181
+15,860
| +34% | +$1.5M | 0.05% | 323 |
|
|
2025
Q4 | $3.9M | Sell |
46,321
-548
| -1% | -$46.2K | 0.03% | 352 |
|
|
2025
Q3 | $3.97M | Buy |
46,869
+5,019
| +12% | +$449K | 0.04% | 349 |
|
|
2025
Q2 | $3.83M | Buy |
41,850
+10,176
| +32% | +$882K | 0.04% | 326 |
|
|
2025
Q1 | $3.11M | Buy |
31,674
+13,318
| +73% | +$1.38M | 0.04% | 337 |
|
|
2024
Q4 | $1.67M | Buy |
18,356
+5,171
| +39% | +$500K | 0.02% | 425 |
|
|
2024
Q3 | $1.29M | Buy |
13,185
+833
| +7% | +$71.5K | 0.02% | 368 |
|
|
2024
Q2 | $962K | Buy |
12,352
+211
| +2% | +$17.2K | 0.02% | 400 |
|
|
2024
Q1 | $1.11M | Buy |
12,141
+2,192
| +22% | +$204K | 0.02% | 379 |
|
|
2023
Q4 | $955K | Sell |
9,949
-2,322
| -19% | -$226K | 0.03% | 297 |
|
|
2023
Q3 | $1.12M | Buy |
12,271
+3,557
| +41% | +$349K | 0.03% | 289 |
|
|
2023
Q2 | $863K | Buy |
8,714
+420
| +5% | +$43.6K | 0.03% | 277 |
|
|
2023
Q1 | $864K | Buy |
8,294
+950
| +13% | +$98.9K | 0.02% | 279 |
|
|
2022
Q4 | $729K | Sell |
7,344
-417
| -5% | -$39.4K | 0.02% | 302 |
|
|
2022
Q3 | $654K | Sell |
7,761
-121
| -2% | -$10.3K | 0.02% | 295 |
|
|
2022
Q2 | $602K | Sell |
7,882
-1,171
| -13% | -$89.9K | 0.02% | 266 |
|
|
2022
Q1 | $824K | Sell |
9,053
-42,946
| -83% | -$4.05M | 0.03% | 263 |
|
|
2021
Q4 | $6.08M | Buy |
51,999
+6,412
| +14% | +$723K | 0.21% | 76 |
|
|
2021
Q3 | $5.03M | Buy |
45,587
+7,913
| +21% | +$926K | 0.2% | 83 |
|
|
2021
Q2 | $4.21M | Buy |
37,674
+4,053
| +12% | +$458K | 0.19% | 86 |
|
|
2021
Q1 | $3.67M | Sell |
33,621
-5,803
| -15% | -$609K | 0.19% | 87 |
|
|
2020
Q4 | $4.22M | Buy |
39,424
+5,868
| +17% | +$560K | 0.25% | 74 |
|
|
2020
Q3 | $2.88M | Sell |
33,556
-14,975
| -31% | -$1.19M | 0.21% | 85 |
|
|
2020
Q2 | $3.57M | Sell |
48,531
-17,268
| -26% | -$1.3M | 0.3% | 70 |
|
|
2020
Q1 | $4.33M | Buy |
65,799
+59,480
| +941% | +$4.81M | 0.44% | 51 |
|
|
2019
Q4 | $555K | Buy |
6,319
+63
| +1% | +$5.37K | 0.06% | 250 |
|
|
2019
Q3 | $553K | Hold |
6,256
| – | – | 0.06% | 242 |
|
|
2019
Q2 | $524K | Sell |
6,256
-869
| -12% | -$68.1K | 0.07% | 217 |
|
|
2019
Q1 | $529K | Buy |
+7,125
| New | +$490K | 0.09% | 164 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 181 |
|
Other funds holding SBUX
VCM
VPM
