Forvis Mazars Wealth 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 | $1.06M | Buy |
11,535
+66
| +0.6% | +$6.05K | 0.02% | 199 |
|
|
2025
Q1 | $1.13M | Sell |
11,469
-395
| -3% | -$38.7K | 0.03% | 197 |
|
|
2024
Q4 | $1.08M | Sell |
11,864
-14
| -0.1% | -$1.28K | 0.02% | 213 |
|
|
2024
Q3 | $1.16M | Buy |
11,878
+132
| +1% | +$12.9K | 0.03% | 216 |
|
|
2024
Q2 | $914K | Sell |
11,746
-167
| -1% | -$13K | 0.02% | 218 |
|
|
2024
Q1 | $1.09M | Sell |
11,913
-55
| -0.5% | -$5.03K | 0.03% | 207 |
|
|
2023
Q4 | $1.15M | Sell |
11,968
-950
| -7% | -$91.2K | 0.03% | 194 |
|
|
2023
Q3 | $1.18M | Sell |
12,918
-1,267
| -9% | -$116K | 0.04% | 189 |
|
|
2023
Q2 | $1.41M | Buy |
14,185
+7,564
| +114% | +$749K | 0.04% | 190 |
|
|
2023
Q1 | $689K | Buy |
6,621
+845
| +15% | +$88K | 0.02% | 228 |
|
|
2022
Q4 | $573K | Buy |
5,776
+300
| +5% | +$29.8K | 0.02% | 243 |
|
|
2022
Q3 | $462K | Sell |
5,476
-475
| -8% | -$40.1K | 0.02% | 262 |
|
|
2022
Q2 | $455K | Buy |
5,951
+1,684
| +39% | +$129K | 0.02% | 264 |
|
|
2022
Q1 | $388K | Sell |
4,267
-269
| -6% | -$24.5K | 0.02% | 211 |
|
|
2021
Q4 | $531K | Buy |
4,536
+328
| +8% | +$38.4K | 0.02% | 177 |
|
|
2021
Q3 | $464K | Buy |
4,208
+690
| +20% | +$76.1K | 0.02% | 181 |
|
|
2021
Q2 | $393K | Sell |
3,518
-735
| -17% | -$82.1K | 0.02% | 197 |
|
|
2021
Q1 | $465K | Sell |
4,253
-5,267
| -55% | -$576K | 0.02% | 178 |
|
|
2020
Q4 | $1.02M | Buy |
9,520
+493
| +5% | +$52.7K | 0.05% | 151 |
|
|
2020
Q3 | $776K | Buy |
9,027
+201
| +2% | +$17.3K | 0.05% | 156 |
|
|
2020
Q2 | $649K | Buy |
8,826
+732
| +9% | +$53.8K | 0.04% | 167 |
|
|
2020
Q1 | $532K | Buy |
8,094
+1,931
| +31% | +$127K | 0.04% | 160 |
|
|
2019
Q4 | $542K | Buy |
6,163
+741
| +14% | +$65.2K | 0.04% | 183 |
|
|
2019
Q3 | $479K | Buy |
5,422
+234
| +5% | +$20.7K | 0.04% | 177 |
|
|
2019
Q2 | $435K | Sell |
5,188
-528
| -9% | -$44.3K | 0.04% | 176 |
|
|
2019
Q1 | $425K | Buy |
5,716
+130
| +2% | +$9.67K | 0.04% | 180 |
|
|
2018
Q4 | $360K | Buy |
5,586
+971
| +21% | +$62.6K | 0.04% | 164 |
|
|
2018
Q3 | $262K | Buy |
4,615
+62
| +1% | +$3.52K | 0.02% | 204 |
|
|
2018
Q2 | $222K | Sell |
4,553
-457
| -9% | -$22.3K | 0.02% | 218 |
|
|
2018
Q1 | $290K | Buy |
5,010
+154
| +3% | +$8.91K | 0.03% | 200 |
|
|
2017
Q4 | $279K | Buy |
4,856
+11
| +0.2% | +$632 | 0.03% | 210 |
|
|
2017
Q3 | $260K | Sell |
4,845
-299
| -6% | -$16K | 0.03% | 199 |
|
|
2017
Q2 | $300K | Buy |
5,144
+362
| +8% | +$21.1K | 0.03% | 185 |
|
|
2017
Q1 | $279K | Sell |
4,782
-720
| -13% | -$42K | 0.03% | 178 |
|
|
2016
Q4 | $305K | Buy |
5,502
+1,034
| +23% | +$57.3K | 0.04% | 155 |
|
|
2016
Q3 | $242K | Buy |
4,468
+374
| +9% | +$20.3K | 0.03% | 168 |
|
|
2016
Q2 | $234K | Sell |
4,094
-57
| -1% | -$3.26K | 0.03% | 167 |
|
|
2016
Q1 | $248K | Sell |
4,151
-1,256
| -23% | -$75K | 0.04% | 157 |
|
|
2015
Q4 | $325K | Buy |
5,407
+247
| +5% | +$14.8K | 0.05% | 144 |
|
|
2015
Q3 | $293K | Buy |
5,160
+141
| +3% | +$8.01K | 0.05% | 139 |
|
|
2015
Q2 | $269K | Buy |
5,019
+669
| +15% | +$35.9K | 0.04% | 147 |
|
|
2015
Q1 | $206K | Buy |
+4,350
| New | +$206K | 0.03% | 182 |
|