BFA
Benedict Financial Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Buy |
46,815
+645
| +1% | +$59.1K | 0.97% | 36 |
|
|
2025
Q1 | $4.53M | Buy |
46,170
+662
| +1% | +$64.9K | 1.05% | 31 |
|
|
2024
Q4 | $4.15M | Buy |
45,508
+1,493
| +3% | +$136K | 1.01% | 33 |
|
|
2024
Q3 | $4.29M | Buy |
44,015
+4,883
| +12% | +$476K | 1.01% | 32 |
|
|
2024
Q2 | $3.05M | Buy |
39,132
+4,330
| +12% | +$337K | 0.77% | 48 |
|
|
2024
Q1 | $3.18M | Sell |
34,802
-133
| -0.4% | -$12.2K | 0.81% | 48 |
|
|
2023
Q4 | $3.35M | Buy |
34,935
+345
| +1% | +$33.1K | 0.91% | 40 |
|
|
2023
Q3 | $3.16M | Buy |
34,590
+51
| +0.1% | +$4.66K | 0.91% | 41 |
|
|
2023
Q2 | $3.42M | Buy |
34,539
+498
| +1% | +$49.3K | 0.94% | 41 |
|
|
2023
Q1 | $3.54M | Buy |
34,041
+3,789
| +13% | +$395K | 1% | 37 |
|
|
2022
Q4 | $3M | Buy |
30,252
+1,072
| +4% | +$106K | 0.89% | 45 |
|
|
2022
Q3 | $2.46M | Buy |
29,180
+1,200
| +4% | +$101K | 0.79% | 49 |
|
|
2022
Q2 | $2.14M | Buy |
27,980
+1,825
| +7% | +$139K | 0.63% | 56 |
|
|
2022
Q1 | $2.38M | Buy |
26,155
+337
| +1% | +$30.7K | 0.64% | 57 |
|
|
2021
Q4 | $3.02M | Buy |
25,818
+159
| +0.6% | +$18.6K | 0.79% | 51 |
|
|
2021
Q3 | $2.83M | Sell |
25,659
-89
| -0.3% | -$9.82K | 0.79% | 50 |
|
|
2021
Q2 | $2.88M | Sell |
25,748
-260
| -1% | -$29.1K | 0.8% | 48 |
|
|
2021
Q1 | $2.84M | Buy |
26,008
+1,551
| +6% | +$169K | 0.82% | 48 |
|
|
2020
Q4 | $2.62M | Sell |
24,457
-13
| -0.1% | -$1.39K | 0.94% | 40 |
|
|
2020
Q3 | $2.1M | Buy |
24,470
+1,786
| +8% | +$153K | 0.81% | 44 |
|
|
2020
Q2 | $1.67M | Buy |
22,684
+2,567
| +13% | +$189K | 0.69% | 48 |
|
|
2020
Q1 | $1.32M | Buy |
20,117
+2,782
| +16% | +$183K | 0.62% | 53 |
|
|
2019
Q4 | $1.52M | Buy |
17,335
+421
| +2% | +$37K | 0.59% | 52 |
|
|
2019
Q3 | $1.5M | Sell |
16,914
-126
| -0.7% | -$11.1K | 0.61% | 55 |
|
|
2019
Q2 | $1.43M | Buy |
17,040
+4,498
| +36% | +$377K | 0.6% | 59 |
|
|
2019
Q1 | $932K | Buy |
12,542
+5,158
| +70% | +$383K | 0.4% | 76 |
|
|
2018
Q4 | $476K | Buy |
+7,384
| New | +$476K | 0.23% | 84 |
|