Bell Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
2,226
+1,838
| +474% | +$168K | 0.04% | 115 |
|
|
2025
Q1 | $38.1K | Buy |
388
+6
| +2% | +$589 | 0.01% | 259 |
|
|
2024
Q4 | $34.9K | Sell |
382
-8
| -2% | -$730 | 0.01% | 273 |
|
|
2024
Q3 | $38K | Hold |
390
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $30.4K | Sell |
390
-92
| -19% | -$7.16K | 0.01% | 292 |
|
|
2024
Q1 | $44.1K | Sell |
482
-6
| -1% | -$548 | 0.01% | 224 |
|
|
2023
Q4 | $46.9K | Buy |
488
+29
| +6% | +$2.78K | 0.01% | 204 |
|
|
2023
Q3 | $41.9K | Sell |
459
-67
| -13% | -$6.12K | 0.01% | 196 |
|
|
2023
Q2 | $52.1K | Buy |
526
+5
| +1% | +$495 | 0.01% | 160 |
|
|
2023
Q1 | $54.3K | Sell |
521
-62
| -11% | -$6.46K | 0.01% | 153 |
|
|
2022
Q4 | $57.8K | Buy |
583
+105
| +22% | +$10.4K | 0.01% | 151 |
|
|
2022
Q3 | $40K | Buy |
478
+147
| +44% | +$12.3K | 0.01% | 161 |
|
|
2022
Q2 | $25K | Buy |
+331
| New | +$25K | 0.01% | 231 |
|
|
2021
Q4 | $40K | Buy |
345
+114
| +49% | +$13.2K | 0.01% | 184 |
|
|
2021
Q3 | $25K | Buy |
+231
| New | +$25K | 0.01% | 241 |
|