IAA
Independent Advisor Alliance’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
19,509
-10,289
| -35% | -$943K | 0.05% | 304 |
|
|
2025
Q1 | $2.92M | Buy |
29,798
+5,246
| +21% | +$515K | 0.1% | 196 |
|
|
2024
Q4 | $2.24M | Sell |
24,552
-5,530
| -18% | -$505K | 0.03% | 481 |
|
|
2024
Q3 | $2.93M | Sell |
30,082
-16,856
| -36% | -$1.64M | 0.11% | 169 |
|
|
2024
Q2 | $3.65M | Buy |
46,938
+1,362
| +3% | +$106K | 0.13% | 137 |
|
|
2024
Q1 | $4.17M | Buy |
45,576
+239
| +0.5% | +$21.8K | 0.15% | 119 |
|
|
2023
Q4 | $4.35M | Buy |
45,337
+516
| +1% | +$49.5K | 0.16% | 114 |
|
|
2023
Q3 | $4.09M | Sell |
44,821
-10,510
| -19% | -$959K | 0.19% | 101 |
|
|
2023
Q2 | $5.48M | Buy |
55,331
+942
| +2% | +$93.3K | 0.24% | 76 |
|
|
2023
Q1 | $5.66M | Buy |
54,389
+12,717
| +31% | +$1.32M | 0.27% | 74 |
|
|
2022
Q4 | $4.13K | Buy |
41,672
+2,104
| +5% | +$209 | ﹤0.01% | 200 |
|
|
2022
Q3 | $3.33M | Buy |
39,568
+1,156
| +3% | +$97.4K | 0.19% | 107 |
|
|
2022
Q2 | $2.93M | Sell |
38,412
-9,513
| -20% | -$727K | 0.16% | 122 |
|
|
2022
Q1 | $4.36M | Sell |
47,925
-5,553
| -10% | -$505K | 0.21% | 98 |
|
|
2021
Q4 | $6.26M | Buy |
53,478
+5,581
| +12% | +$653K | 0.31% | 78 |
|
|
2021
Q3 | $5.28M | Sell |
47,897
-8,885
| -16% | -$980K | 0.29% | 80 |
|
|
2021
Q2 | $6.35M | Buy |
56,782
+902
| +2% | +$101K | 0.35% | 77 |
|
|
2021
Q1 | $6.11M | Buy |
55,880
+11,722
| +27% | +$1.28M | 0.36% | 75 |
|
|
2020
Q4 | $4.72M | Buy |
44,158
+6,241
| +16% | +$668K | 0.32% | 78 |
|
|
2020
Q3 | $3.26M | Sell |
37,917
-6,899
| -15% | -$593K | 0.25% | 92 |
|
|
2020
Q2 | $3.3M | Buy |
44,816
+3,145
| +8% | +$232K | 0.35% | 59 |
|
|
2020
Q1 | $2.74M | Buy |
41,671
+19,361
| +87% | +$1.27M | 0.4% | 55 |
|
|
2019
Q4 | $1.96M | Buy |
22,310
+430
| +2% | +$37.8K | 0.09% | 241 |
|
|
2019
Q3 | $1.94M | Sell |
21,880
-1,390
| -6% | -$123K | 0.24% | 97 |
|
|
2019
Q2 | $1.95M | Buy |
23,270
+2,997
| +15% | +$251K | 0.28% | 82 |
|
|
2019
Q1 | $1.51M | Buy |
20,273
+10,594
| +109% | +$788K | 0.21% | 105 |
|
|
2018
Q4 | $623K | Buy |
9,679
+589
| +6% | +$37.9K | 0.11% | 173 |
|
|
2018
Q3 | $501K | Buy |
9,090
+18
| +0.2% | +$992 | 0.09% | 183 |
|
|
2018
Q2 | $441K | Sell |
9,072
-3,073
| -25% | -$149K | 0.09% | 193 |
|
|
2018
Q1 | $683K | Buy |
12,145
+1,312
| +12% | +$73.8K | 0.15% | 156 |
|
|
2017
Q4 | $642K | Sell |
10,833
-5,884
| -35% | -$349K | 0.14% | 158 |
|
|
2017
Q3 | $920K | Buy |
16,717
+3,844
| +30% | +$212K | 0.25% | 100 |
|
|
2017
Q2 | $744K | Sell |
12,873
-1,869
| -13% | -$108K | 0.24% | 106 |
|
|
2017
Q1 | $858K | Buy |
14,742
+2,231
| +18% | +$130K | 0.14% | 179 |
|
|
2016
Q4 | $721K | Buy |
+12,511
| New | +$721K | 0.31% | 88 |
|