Columbia Advisory 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 | $278K | Hold |
3,035
| – | – | 0.21% | 62 |
|
|
2025
Q1 | $298K | Sell |
3,035
-857
| -22% | -$84.1K | 0.26% | 53 |
|
|
2024
Q4 | $355K | Hold |
3,892
| – | – | 0.33% | 45 |
|
|
2024
Q3 | $379K | Sell |
3,892
-547
| -12% | -$53.3K | 0.36% | 36 |
|
|
2024
Q2 | $346K | Sell |
4,439
-565
| -11% | -$44K | 0.34% | 37 |
|
|
2024
Q1 | $457K | Buy |
5,004
+64
| +1% | +$5.85K | 0.46% | 29 |
|
|
2023
Q4 | $474K | Buy |
4,940
+70
| +1% | +$6.72K | 0.49% | 31 |
|
|
2023
Q3 | $444K | Buy |
4,870
+109
| +2% | +$9.95K | 0.48% | 32 |
|
|
2023
Q2 | $472K | Buy |
4,761
+10
| +0.2% | +$991 | 0.5% | 31 |
|
|
2023
Q1 | $495K | Buy |
4,751
+340
| +8% | +$35.4K | 0.47% | 31 |
|
|
2022
Q4 | $438K | Sell |
4,411
-9
| -0.2% | -$893 | 0.42% | 30 |
|
|
2022
Q3 | $372K | Buy |
4,420
+459
| +12% | +$38.6K | 0.45% | 26 |
|
|
2022
Q2 | $303K | Buy |
3,961
+1,223
| +45% | +$93.6K | 0.35% | 27 |
|
|
2022
Q1 | $249K | Sell |
2,738
-18
| -0.7% | -$1.64K | 0.25% | 37 |
|
|
2021
Q4 | $322K | Buy |
+2,756
| New | +$322K | 0.32% | 25 |
|