Bigelow 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 | $867K | Sell |
9,466
-108
| -1% | -$9.9K | 0.38% | 72 |
|
|
2025
Q1 | $939K | Sell |
9,574
-43
| -0.4% | -$4.22K | 0.45% | 69 |
|
|
2024
Q4 | $878K | Sell |
9,617
-742
| -7% | -$67.7K | 0.41% | 73 |
|
|
2024
Q3 | $1.01M | Sell |
10,359
-77
| -0.7% | -$7.51K | 0.45% | 67 |
|
|
2024
Q2 | $812K | Sell |
10,436
-5
| -0% | -$389 | 0.39% | 77 |
|
|
2024
Q1 | $954K | Sell |
10,441
-113
| -1% | -$10.3K | 0.47% | 66 |
|
|
2023
Q4 | $1.01M | Buy |
10,554
+99
| +0.9% | +$9.51K | 0.55% | 56 |
|
|
2023
Q3 | $954K | Hold |
10,455
| – | – | 0.55% | 54 |
|
|
2023
Q2 | $1.04M | Buy |
10,455
+301
| +3% | +$29.8K | 0.57% | 53 |
|
|
2023
Q1 | $1.06M | Sell |
10,154
-633
| -6% | -$65.9K | 0.61% | 50 |
|
|
2022
Q4 | $1.07M | Buy |
10,787
+62
| +0.6% | +$6.15K | 0.62% | 51 |
|
|
2022
Q3 | $904K | Buy |
10,725
+144
| +1% | +$12.1K | 0.54% | 59 |
|
|
2022
Q2 | $808K | Buy |
10,581
+946
| +10% | +$72.2K | 0.44% | 64 |
|
|
2022
Q1 | $876K | Buy |
9,635
+217
| +2% | +$19.7K | 0.41% | 62 |
|
|
2021
Q4 | $1.1M | Buy |
9,418
+79
| +0.8% | +$9.24K | 0.5% | 53 |
|
|
2021
Q3 | $1.03M | Buy |
9,339
+336
| +4% | +$37.1K | 0.51% | 55 |
|
|
2021
Q2 | $1.01M | Hold |
9,003
| – | – | 0.49% | 57 |
|
|
2021
Q1 | $984K | Buy |
9,003
+1,094
| +14% | +$120K | 0.5% | 55 |
|
|
2020
Q4 | $846K | Sell |
7,909
-25
| -0.3% | -$2.67K | 0.45% | 61 |
|
|
2020
Q3 | $682K | Buy |
7,934
+54
| +0.7% | +$4.64K | 0.4% | 66 |
|
|
2020
Q2 | $580K | Sell |
7,880
-164
| -2% | -$12.1K | 0.38% | 69 |
|
|
2020
Q1 | $529K | Buy |
8,044
+478
| +6% | +$31.4K | 0.4% | 68 |
|
|
2019
Q4 | $665K | Buy |
7,566
+35
| +0.5% | +$3.08K | 0.39% | 70 |
|
|
2019
Q3 | $666K | Sell |
7,531
-225
| -3% | -$19.9K | 0.42% | 67 |
|
|
2019
Q2 | $650K | Sell |
7,756
-180
| -2% | -$15.1K | 0.44% | 70 |
|
|
2019
Q1 | $590K | Buy |
7,936
+420
| +6% | +$31.2K | 0.41% | 69 |
|
|
2018
Q4 | $484K | Hold |
7,516
| – | – | 0.36% | 81 |
|
|
2018
Q3 | $427K | Buy |
7,516
+370
| +5% | +$21K | 0.29% | 101 |
|
|
2018
Q2 | $349K | Buy |
7,146
+425
| +6% | +$20.8K | 0.24% | 117 |
|
|
2018
Q1 | $389K | Hold |
6,721
| – | – | 0.26% | 107 |
|
|
2017
Q4 | $386K | Buy |
+6,721
| New | +$386K | 0.38% | 71 |
|