Financial Gravity Asset Management’s Starbucks SBUX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.5M	Sell	27,926 -95	-0.3%	-$8.99K	0.45%	52
2025 Q4	$2.36M	Buy	28,021 +2,839	+11%	+$239K	0.45%	56
2025 Q3	$2.13M	Buy	+25,182	New	+$2.25M	0.42%	59
2025 Q1	$2.16M	Buy	+22,028	New	+$2.28M	0.47%	56
2024 Q2	$1.67M	Sell	21,466 -15,167	-41%	-$1.24M	0.42%	60
2024 Q1	$3.43M	Sell	36,633 -206,945	-85%	-$19.2M	0.46%	55
2023 Q4	$101M	Buy	243,578 +17,268	+8%	+$1.68M	1.07%	30
2023 Q3	$99.3M	Buy	226,310 +216,280	+2,156%	+$21.2M	1.09%	26
2023 Q2	$4.08K	Buy	10,030 +60	+0.6%	+$6.23K	0.01%	511
2023 Q1	$1.19K	Buy	9,970 +7,404	+289%	+$771K	0.04%	344
2022 Q4	$3.55K	Sell	2,566 -148	-5%	-$14K	0.02%	454
2022 Q3	$350	Sell	2,714 -5,254	-66%	-$446K	0.01%	446
2022 Q2	$723	Buy	7,968 +5,231	+191%	+$402K	0.02%	350
2022 Q1	$372	Sell	2,737 -6,091	-69%	-$575K	0.01%	455
2021 Q4	$9.76K	Buy	8,828 +3,506	+66%	+$395K	0.22%	122
2021 Q3	$698K	Sell	5,322 -6,019	-53%	-$705K	0.33%	56
2021 Q2	$1.38M	Buy	11,341 +866	+8%	+$97.9K	0.49%	45
2021 Q1	$1.32K	Buy	10,475 +4,312	+70%	+$453K	0.03%	267
2020 Q4	$657K	Buy	+6,163	New	+$588K	0.6%	40
2020 Q2	–	Sell	-2,076	Closed	-$12.3K	–	730
2020 Q1	$12.3K	Buy	2,076 +596	+40%	+$48.2K	0.04%	181
2019 Q4	$217K	Sell	1,480 -199	-12%	-$17K	0.15%	103
2019 Q3	$148K	Sell	1,679 -1,831	-52%	-$170K	0.13%	151
2019 Q2	$294K	Buy	3,510 +2,385	+212%	+$187K	0.24%	96
2019 Q1	$83K	Buy	+1,125	New	+$77.3K	0.07%	222
2018 Q3	$2K	Buy	35 +5	+17%	+$264	﹤0.01%	996
2018 Q2	$2K	Sell	30 -3	-9%	-$170	﹤0.01%	1027
2018 Q1	$2K	Buy	+33	New	+$1.91K	﹤0.01%	1001