Investment Advisory Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,501
| Closed | -$245K | – | 179 |
|
|
2025
Q1 | $245K | Buy |
2,501
+60
| +2% | +$5.89K | 0.08% | 143 |
|
|
2024
Q4 | $223K | Buy |
2,441
+45
| +2% | +$4.11K | 0.07% | 154 |
|
|
2024
Q3 | $234K | Sell |
2,396
-189
| -7% | -$18.4K | 0.08% | 150 |
|
|
2024
Q2 | $201K | Sell |
2,585
-4
| -0.2% | -$311 | 0.08% | 163 |
|
|
2024
Q1 | $237K | Sell |
2,589
-198
| -7% | -$18.1K | 0.1% | 139 |
|
|
2023
Q4 | $268K | Sell |
2,787
-9
| -0.3% | -$864 | 0.12% | 118 |
|
|
2023
Q3 | $255K | Buy |
2,796
+24
| +0.9% | +$2.19K | 0.13% | 110 |
|
|
2023
Q2 | $275K | Sell |
2,772
-83
| -3% | -$8.22K | 0.14% | 108 |
|
|
2023
Q1 | $297K | Buy |
2,855
+146
| +5% | +$15.2K | 0.17% | 102 |
|
|
2022
Q4 | $269K | Buy |
2,709
+5
| +0.2% | +$496 | 0.16% | 106 |
|
|
2022
Q3 | $228K | Buy |
2,704
+5
| +0.2% | +$422 | 0.16% | 113 |
|
|
2022
Q2 | $206K | Sell |
2,699
-54
| -2% | -$4.12K | 0.14% | 117 |
|
|
2022
Q1 | $251K | Buy |
+2,753
| New | +$251K | 0.15% | 109 |
|