Financial Engines 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 | $1.25M | Sell |
13,651
-2,348
| -15% | -$215K | ﹤0.01% | 268 |
|
2025
Q1 | $1.57M | Sell |
15,999
-3,852
| -19% | -$378K | ﹤0.01% | 214 |
|
2024
Q4 | $1.81M | Buy |
19,851
+3,771
| +23% | +$344K | ﹤0.01% | 203 |
|
2024
Q3 | $1.57M | Buy |
16,080
+1,993
| +14% | +$194K | ﹤0.01% | 195 |
|
2024
Q2 | $1.1M | Sell |
14,087
-1,981
| -12% | -$154K | ﹤0.01% | 207 |
|
2024
Q1 | $1.47M | Buy |
16,068
+390
| +2% | +$35.6K | ﹤0.01% | 178 |
|
2023
Q4 | $1.51M | Buy |
15,678
+417
| +3% | +$40K | ﹤0.01% | 160 |
|
2023
Q3 | $1.39M | Buy |
15,261
+1,270
| +9% | +$116K | ﹤0.01% | 149 |
|
2023
Q2 | $1.39M | Buy |
13,991
+994
| +8% | +$98.5K | ﹤0.01% | 159 |
|
2023
Q1 | $1.35M | Sell |
12,997
-1,191
| -8% | -$124K | ﹤0.01% | 161 |
|
2022
Q4 | $1.41M | Buy |
14,188
+5,133
| +57% | +$509K | ﹤0.01% | 146 |
|
2022
Q3 | $763K | Sell |
9,055
-230
| -2% | -$19.4K | ﹤0.01% | 177 |
|
2022
Q2 | $709K | Buy |
9,285
+290
| +3% | +$22.1K | ﹤0.01% | 176 |
|
2022
Q1 | $818K | Buy |
+8,995
| New | +$818K | ﹤0.01% | 172 |
|
2021
Q4 | – | Sell |
-5,398
| Closed | -$595K | – | 302 |
|
2021
Q3 | $595K | Sell |
5,398
-155
| -3% | -$17.1K | ﹤0.01% | 157 |
|
2021
Q2 | $621K | Sell |
5,553
-410
| -7% | -$45.9K | ﹤0.01% | 126 |
|
2021
Q1 | $652K | Buy |
5,963
+254
| +4% | +$27.8K | ﹤0.01% | 146 |
|
2020
Q4 | $611K | Sell |
5,709
-477
| -8% | -$51.1K | ﹤0.01% | 148 |
|
2020
Q3 | $532K | Buy |
6,186
+3,298
| +114% | +$284K | ﹤0.01% | 155 |
|
2020
Q2 | $213K | Buy |
+2,888
| New | +$213K | ﹤0.01% | 192 |
|
2018
Q4 | – | Sell |
-16
| Closed | -$1K | – | 167 |
|
2018
Q3 | $1K | Sell |
16
-39
| -71% | -$2.44K | ﹤0.01% | 154 |
|
2018
Q2 | $3K | Buy |
55
+39
| +244% | +$2.13K | ﹤0.01% | 124 |
|
2018
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 126 |
|
2017
Q2 | – | Sell |
-46
| Closed | -$3K | – | 115 |
|
2017
Q1 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 85 |
|