Avantax Planning Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Sell |
4,490
-217
| -5% | -$19.9K | 0.01% | 295 |
|
|
2025
Q1 | $462K | Sell |
4,707
-8,231
| -64% | -$807K | 0.02% | 271 |
|
|
2024
Q4 | $1.18M | Buy |
12,938
+462
| +4% | +$42.2K | 0.04% | 167 |
|
|
2024
Q3 | $1.22M | Sell |
12,476
-1,999
| -14% | -$195K | 0.04% | 166 |
|
|
2024
Q2 | $1.13M | Sell |
14,475
-131
| -0.9% | -$10.2K | 0.04% | 195 |
|
|
2024
Q1 | $1.33M | Buy |
14,606
+1,128
| +8% | +$103K | 0.04% | 185 |
|
|
2023
Q4 | $1.29M | Sell |
13,478
-262
| -2% | -$25.2K | 0.05% | 154 |
|
|
2023
Q3 | $1.25M | Sell |
13,740
-117
| -0.8% | -$10.7K | 0.05% | 147 |
|
|
2023
Q2 | $1.37M | Sell |
13,857
-194
| -1% | -$19.2K | 0.05% | 141 |
|
|
2023
Q1 | $1.46M | Sell |
14,051
-2,306
| -14% | -$240K | 0.06% | 132 |
|
|
2022
Q4 | $1.62M | Buy |
16,357
+337
| +2% | +$33.4K | 0.06% | 120 |
|
|
2022
Q3 | $1.35M | Sell |
16,020
-5,274
| -25% | -$444K | 0.06% | 121 |
|
|
2022
Q2 | $1.63M | Buy |
21,294
+2,602
| +14% | +$199K | 0.07% | 114 |
|
|
2022
Q1 | $1.7M | Buy |
18,692
+528
| +3% | +$48K | 0.07% | 114 |
|
|
2021
Q4 | $2.13M | Buy |
18,164
+838
| +5% | +$98K | 0.09% | 98 |
|
|
2021
Q3 | $1.91M | Buy |
17,326
+77
| +0.4% | +$8.49K | 0.09% | 90 |
|
|
2021
Q2 | $1.93M | Sell |
17,249
-1,133
| -6% | -$127K | 0.09% | 89 |
|
|
2021
Q1 | $2.01M | Sell |
18,382
-3,351
| -15% | -$366K | 0.1% | 83 |
|
|
2020
Q4 | $2.33M | Buy |
21,733
+7,742
| +55% | +$828K | 0.12% | 71 |
|
|
2020
Q3 | $1.2M | Sell |
13,991
-310
| -2% | -$26.6K | 0.06% | 116 |
|
|
2020
Q2 | $1.05M | Buy |
14,301
+2,734
| +24% | +$201K | 0.06% | 118 |
|
|
2020
Q1 | $760K | Buy |
11,567
+3,384
| +41% | +$222K | 0.05% | 120 |
|
|
2019
Q4 | $719K | Buy |
8,183
+42
| +0.5% | +$3.69K | 0.04% | 140 |
|
|
2019
Q3 | $720K | Sell |
8,141
-579
| -7% | -$51.2K | 0.04% | 135 |
|
|
2019
Q2 | $762K | Sell |
8,720
-128
| -1% | -$11.2K | 0.05% | 128 |
|
|
2019
Q1 | $658K | Buy |
8,848
+977
| +12% | +$72.7K | 0.05% | 138 |
|
|
2018
Q4 | $507K | Buy |
7,871
+670
| +9% | +$43.2K | 0.04% | 145 |
|
|
2018
Q3 | $409K | Sell |
7,201
-764
| -10% | -$43.4K | 0.03% | 155 |
|
|
2018
Q2 | $389K | Sell |
7,965
-87
| -1% | -$4.25K | 0.03% | 151 |
|
|
2018
Q1 | $465K | Buy |
8,052
+84
| +1% | +$4.85K | 0.04% | 181 |
|
|
2017
Q4 | $458K | Buy |
7,968
+217
| +3% | +$12.5K | 0.04% | 178 |
|
|
2017
Q3 | $416K | Buy |
7,751
+1,950
| +34% | +$105K | 0.03% | 230 |
|
|
2017
Q2 | $338K | Buy |
5,801
+532
| +10% | +$31K | 0.03% | 235 |
|
|
2017
Q1 | $308K | Buy |
5,269
+649
| +14% | +$37.9K | 0.03% | 238 |
|
|
2016
Q4 | $257K | Buy |
+4,620
| New | +$257K | 0.03% | 244 |
|