Choate 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 | $518K | Buy |
5,656
+1,927
| +52% | +$177K | 0.01% | 265 |
|
|
2025
Q1 | $366K | Buy |
3,729
+140
| +4% | +$13.7K | 0.01% | 300 |
|
|
2024
Q4 | $327K | Buy |
3,589
+181
| +5% | +$16.5K | 0.01% | 318 |
|
|
2024
Q3 | $332K | Buy |
3,408
+108
| +3% | +$10.5K | 0.01% | 302 |
|
|
2024
Q2 | $257K | Sell |
3,300
-64,882
| -95% | -$5.05M | 0.01% | 327 |
|
|
2024
Q1 | $6.23M | Buy |
68,182
+18,935
| +38% | +$1.73M | 0.17% | 76 |
|
|
2023
Q4 | $4.73M | Buy |
49,247
+15,777
| +47% | +$1.51M | 0.15% | 80 |
|
|
2023
Q3 | $3.05M | Buy |
33,470
+11,377
| +51% | +$1.04M | 0.12% | 79 |
|
|
2023
Q2 | $2.19M | Buy |
22,093
+18,758
| +562% | +$1.86M | 0.09% | 86 |
|
|
2023
Q1 | $347K | Hold |
3,335
| – | – | 0.02% | 213 |
|
|
2022
Q4 | $331K | Hold |
3,335
| – | – | 0.02% | 211 |
|
|
2022
Q3 | $281K | Hold |
3,335
| – | – | 0.02% | 209 |
|
|
2022
Q2 | $255K | Sell |
3,335
-55
| -2% | -$4.21K | 0.02% | 227 |
|
|
2022
Q1 | $308K | Hold |
3,390
| – | – | 0.02% | 240 |
|
|
2021
Q4 | $397K | Buy |
3,390
+528
| +18% | +$61.8K | 0.02% | 203 |
|
|
2021
Q3 | $316K | Sell |
2,862
-54
| -2% | -$5.96K | 0.02% | 215 |
|
|
2021
Q2 | $326K | Buy |
+2,916
| New | +$326K | 0.02% | 212 |
|