EFS
Essex Financial Services’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
11,159
+1,028
| +10% | +$94.2K | 0.07% | 248 |
|
|
2025
Q1 | $994K | Sell |
10,131
-184
| -2% | -$18K | 0.07% | 231 |
|
|
2024
Q4 | $941K | Sell |
10,315
-1,485
| -13% | -$136K | 0.07% | 243 |
|
|
2024
Q3 | $1.14M | Sell |
11,800
-247
| -2% | -$23.9K | 0.08% | 212 |
|
|
2024
Q2 | $913K | Buy |
12,047
+107
| +0.9% | +$8.11K | 0.07% | 256 |
|
|
2024
Q1 | $1.09M | Sell |
11,940
-45
| -0.4% | -$4.11K | 0.1% | 194 |
|
|
2023
Q4 | $1.15M | Sell |
11,985
-1,247
| -9% | -$120K | 0.12% | 169 |
|
|
2023
Q3 | $1.21M | Buy |
13,232
+157
| +1% | +$14.3K | 0.14% | 149 |
|
|
2023
Q2 | $1.3M | Sell |
13,075
-429
| -3% | -$42.5K | 0.15% | 142 |
|
|
2023
Q1 | $1.41M | Sell |
13,504
-1,505
| -10% | -$157K | 0.15% | 143 |
|
|
2022
Q4 | $1.49M | Sell |
15,009
-119
| -0.8% | -$11.8K | 0.16% | 130 |
|
|
2022
Q3 | $1.28M | Sell |
15,128
-580
| -4% | -$48.9K | 0.15% | 133 |
|
|
2022
Q2 | $1.2M | Buy |
15,708
+657
| +4% | +$50.2K | 0.13% | 148 |
|
|
2022
Q1 | $1.37M | Sell |
15,051
-1,268
| -8% | -$115K | 0.13% | 161 |
|
|
2021
Q4 | $1.91M | Hold |
16,319
| – | – | 0.19% | 115 |
|
|
2021
Q3 | $1.8M | Buy |
16,319
+3,904
| +31% | +$431K | 0.21% | 114 |
|
|
2021
Q2 | $1.36M | Hold |
12,415
| – | – | 0.2% | 114 |
|
|
2021
Q1 | $1.36M | Buy |
12,415
+96
| +0.8% | +$10.5K | 0.24% | 99 |
|
|
2020
Q4 | $1.32M | Sell |
12,319
-601
| -5% | -$64.3K | 0.26% | 96 |
|
|
2020
Q3 | $1.11M | Buy |
12,920
+1,430
| +12% | +$123K | 0.27% | 88 |
|
|
2020
Q2 | $846K | Sell |
11,490
-1,736
| -13% | -$128K | 0.26% | 96 |
|
|
2020
Q1 | $869K | Sell |
13,226
-6,584
| -33% | -$433K | 0.31% | 86 |
|
|
2019
Q4 | $1.74M | Buy |
19,810
+2,062
| +12% | +$181K | 0.48% | 61 |
|
|
2019
Q3 | $1.57M | Sell |
17,748
-2,724
| -13% | -$241K | 0.51% | 59 |
|
|
2019
Q2 | $1.72M | Sell |
20,472
-15
| -0.1% | -$1.26K | 0.51% | 56 |
|
|
2019
Q1 | $1.52M | Sell |
20,487
-2,244
| -10% | -$167K | 0.46% | 58 |
|
|
2018
Q4 | $1.46M | Sell |
22,731
-1,488
| -6% | -$95.8K | 0.45% | 62 |
|
|
2018
Q3 | $1.38M | Sell |
24,219
-380
| -2% | -$21.6K | 0.3% | 79 |
|
|
2018
Q2 | $1.2M | Sell |
24,599
-3,663
| -13% | -$179K | 0.29% | 82 |
|
|
2018
Q1 | $1.64M | Sell |
28,262
-800
| -3% | -$46.3K | 0.32% | 93 |
|
|
2017
Q4 | $1.67M | Sell |
29,062
-4,255
| -13% | -$244K | 0.4% | 67 |
|
|
2017
Q3 | $1.79M | Sell |
33,317
-3,098
| -9% | -$166K | 0.44% | 58 |
|
|
2017
Q2 | $2.12M | Buy |
36,415
+6,529
| +22% | +$381K | 0.45% | 57 |
|
|
2017
Q1 | $1.75M | Sell |
29,886
-8,485
| -22% | -$495K | 0.4% | 63 |
|
|
2016
Q4 | $2.13M | Buy |
38,371
+3,375
| +10% | +$187K | 0.46% | 59 |
|
|
2016
Q3 | $1.89M | Buy |
34,996
+2,901
| +9% | +$157K | 0.45% | 59 |
|
|
2016
Q2 | $1.83M | Sell |
32,095
-1,830
| -5% | -$105K | 0.44% | 61 |
|
|
2016
Q1 | $2.03M | Sell |
33,925
-960
| -3% | -$57.3K | 0.5% | 50 |
|
|
2015
Q4 | $2.09M | Buy |
34,885
+972
| +3% | +$58.3K | 0.5% | 52 |
|
|
2015
Q3 | $1.93M | Buy |
33,913
+5,954
| +21% | +$338K | 0.5% | 51 |
|
|
2015
Q2 | $1.5M | Buy |
27,959
+13,610
| +95% | +$730K | 0.39% | 69 |
|
|
2015
Q1 | $1.36M | Buy |
14,349
+648
| +5% | +$61.4K | 0.35% | 74 |
|
|
2014
Q4 | $1.12M | Sell |
13,701
-8
| -0.1% | -$656 | 0.29% | 88 |
|
|
2014
Q3 | $1.03M | Buy |
13,709
+2,975
| +28% | +$224K | 0.31% | 78 |
|
|
2014
Q2 | $830K | Buy |
10,734
+6,216
| +138% | +$481K | 0.25% | 99 |
|
|
2014
Q1 | $332K | Buy |
4,518
+1,715
| +61% | +$126K | 0.11% | 201 |
|
|
2013
Q4 | $220K | Buy |
+2,803
| New | +$220K | 0.07% | 250 |
|