Avantax Advisory Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Buy |
85,691
+518
| +0.6% | +$47.5K | 0.04% | 325 |
|
|
2025
Q1 | $8.35M | Buy |
85,173
+5,038
| +6% | +$494K | 0.05% | 287 |
|
|
2024
Q4 | $7.31M | Sell |
80,135
-195
| -0.2% | -$17.8K | 0.05% | 299 |
|
|
2024
Q3 | $7.83M | Sell |
80,330
-8,552
| -10% | -$834K | 0.05% | 285 |
|
|
2024
Q2 | $6.92M | Buy |
88,882
+27,026
| +44% | +$2.1M | 0.05% | 290 |
|
|
2024
Q1 | $5.65M | Buy |
61,856
+5,805
| +10% | +$531K | 0.05% | 289 |
|
|
2023
Q4 | $5.38M | Buy |
56,051
+464
| +0.8% | +$44.5K | 0.05% | 270 |
|
|
2023
Q3 | $5.07M | Buy |
55,587
+1,710
| +3% | +$156K | 0.06% | 254 |
|
|
2023
Q2 | $5.34M | Buy |
53,877
+2,865
| +6% | +$284K | 0.06% | 241 |
|
|
2023
Q1 | $5.31M | Buy |
51,012
+4,275
| +9% | +$445K | 0.07% | 235 |
|
|
2022
Q4 | $4.64M | Buy |
46,737
+6,158
| +15% | +$611K | 0.06% | 241 |
|
|
2022
Q3 | $3.42M | Buy |
40,579
+1,238
| +3% | +$104K | 0.05% | 269 |
|
|
2022
Q2 | $3.01M | Buy |
39,341
+5,250
| +15% | +$401K | 0.05% | 295 |
|
|
2022
Q1 | $3.1M | Sell |
34,091
-112
| -0.3% | -$10.2K | 0.04% | 294 |
|
|
2021
Q4 | $4M | Buy |
34,203
+603
| +2% | +$70.5K | 0.06% | 235 |
|
|
2021
Q3 | $3.71M | Buy |
33,600
+1,621
| +5% | +$179K | 0.06% | 226 |
|
|
2021
Q2 | $3.57M | Buy |
31,979
+1,219
| +4% | +$136K | 0.06% | 224 |
|
|
2021
Q1 | $3.35M | Buy |
30,760
+3,179
| +12% | +$347K | 0.07% | 201 |
|
|
2020
Q4 | $2.95M | Sell |
27,581
-41,252
| -60% | -$4.42M | 0.07% | 194 |
|
|
2020
Q3 | $5.91M | Buy |
68,833
+45,878
| +200% | +$3.94M | 0.09% | 180 |
|
|
2020
Q2 | $1.69M | Buy |
22,955
+5,837
| +34% | +$431K | 0.05% | 248 |
|
|
2020
Q1 | $1.13M | Buy |
17,118
+2,568
| +18% | +$169K | 0.03% | 280 |
|
|
2019
Q4 | $1.28M | Buy |
14,550
+4,787
| +49% | +$419K | 0.03% | 290 |
|
|
2019
Q3 | $863K | Buy |
9,763
+494
| +5% | +$43.7K | 0.03% | 234 |
|
|
2019
Q2 | $777K | Sell |
9,269
-91
| -1% | -$7.63K | 0.03% | 230 |
|
|
2019
Q1 | $696K | Sell |
9,360
-787
| -8% | -$58.5K | 0.04% | 229 |
|
|
2018
Q4 | $652K | Buy |
+10,147
| New | +$652K | 0.11% | 182 |
|