IFG Advisors’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 | $386K | Hold |
4,307
| – | – | 0.06% | 107 |
|
|
2025
Q4 | $363K | Sell |
4,307
-22
| -0.5% | -$1.86K | 0.06% | 106 |
|
|
2025
Q3 | $366K | Buy |
4,329
+4
| +0.1% | +$358 | 0.06% | 108 |
|
|
2025
Q2 | $396K | Buy |
4,325
+505
| +13% | +$43.8K | 0.07% | 104 |
|
|
2025
Q1 | $375K | Hold |
3,820
| – | – | 0.07% | 105 |
|
|
2024
Q4 | $349K | Buy |
3,820
+20
| +0.5% | +$1.94K | 0.07% | 106 |
|
|
2024
Q3 | $370K | Hold |
3,800
| – | – | 0.08% | 95 |
|
|
2024
Q2 | $296K | Hold |
3,800
| – | – | 0.07% | 106 |
|
|
2024
Q1 | $347K | Hold |
3,800
| – | – | 0.09% | 92 |
|
|
2023
Q4 | $365K | Buy |
3,800
+110
| +3% | +$10.7K | 0.11% | 83 |
|
|
2023
Q3 | $337K | Hold |
3,690
| – | – | 0.12% | 86 |
|
|
2023
Q2 | $366K | Buy |
3,690
+90
| +3% | +$9.34K | 0.13% | 83 |
|
|
2023
Q1 | $375K | Sell |
3,600
-401
| -10% | -$41.7K | 0.15% | 79 |
|
|
2022
Q4 | $397K | Buy |
4,001
+2
| +0.1% | +$189 | 0.17% | 74 |
|
|
2022
Q3 | $337K | Buy |
3,999
+38
| +1% | +$3.23K | 0.17% | 77 |
|
|
2022
Q2 | $303K | Sell |
3,961
-2,025
| -34% | -$156K | 0.15% | 78 |
|
|
2022
Q1 | $545K | Buy |
5,986
+13
| +0.2% | +$1.23K | 0.24% | 61 |
|
|
2021
Q4 | $699K | Buy |
5,973
+31
| +0.5% | +$3.5K | 0.3% | 50 |
|
|
2021
Q3 | $656K | Buy |
5,942
+27
| +0.5% | +$3.16K | 0.3% | 49 |
|
|
2021
Q2 | $661K | Buy |
5,915
+35
| +0.6% | +$3.96K | 0.31% | 49 |
|
|
2021
Q1 | $643K | Buy |
5,880
+26
| +0.4% | +$2.73K | 0.35% | 40 |
|
|
2020
Q4 | $626K | Buy |
5,854
+33
| +0.6% | +$3.15K | 0.39% | 36 |
|
|
2020
Q3 | $501K | Buy |
5,821
+50
| +0.9% | +$3.99K | 0.35% | 43 |
|
|
2020
Q2 | $425K | Sell |
5,771
-14
| -0.2% | -$1.05K | 0.34% | 45 |
|
|
2020
Q1 | $380K | Buy |
+5,785
| New | +$468K | 0.38% | 43 |
|
Other funds holding SBUX
VCM
VPM
