Investment Advisory Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $977K | Buy |
10,665
+59
| +0.6% | +$5.41K | 0.33% | 55 |
|
2025
Q1 | $1.04M | Buy |
10,606
+584
| +6% | +$57.3K | 0.38% | 54 |
|
2024
Q4 | $915K | Sell |
10,022
-50
| -0.5% | -$4.56K | 0.32% | 55 |
|
2024
Q3 | $982K | Sell |
10,072
-1,663
| -14% | -$162K | 0.35% | 53 |
|
2024
Q2 | $914K | Sell |
11,735
-2,050
| -15% | -$160K | 0.33% | 54 |
|
2024
Q1 | $1.26M | Sell |
13,785
-97
| -0.7% | -$8.87K | 0.46% | 51 |
|
2023
Q4 | $1.33M | Sell |
13,882
-339
| -2% | -$32.5K | 0.53% | 48 |
|
2023
Q3 | $1.3M | Buy |
14,221
+33
| +0.2% | +$3.01K | 0.56% | 46 |
|
2023
Q2 | $1.41M | Sell |
14,188
-8
| -0.1% | -$793 | 0.59% | 45 |
|
2023
Q1 | $1.48M | Buy |
14,196
+2
| +0% | +$208 | 0.73% | 33 |
|
2022
Q4 | $1.41M | Buy |
14,194
+100
| +0.7% | +$9.92K | 0.72% | 36 |
|
2022
Q3 | $1.19M | Buy |
14,094
+27
| +0.2% | +$2.28K | 0.71% | 40 |
|
2022
Q2 | $1.08M | Buy |
14,067
+5
| +0% | +$382 | 0.62% | 47 |
|
2022
Q1 | $1.28M | Sell |
14,062
-12
| -0.1% | -$1.09K | 0.71% | 44 |
|
2021
Q4 | $1.65M | Buy |
14,074
+263
| +2% | +$30.8K | 0.9% | 38 |
|
2021
Q3 | $1.52M | Buy |
13,811
+208
| +2% | +$22.9K | 0.93% | 36 |
|
2021
Q2 | $1.52M | Buy |
+13,603
| New | +$1.52M | 0.94% | 39 |
|
2020
Q4 | $1.44M | Buy |
13,426
+2
| +0% | +$214 | 1.01% | 33 |
|
2020
Q3 | $1.15M | Buy |
13,424
+486
| +4% | +$41.7K | 0.91% | 36 |
|
2020
Q2 | $952K | Buy |
12,938
+1,393
| +12% | +$102K | 0.81% | 38 |
|
2020
Q1 | $777K | Buy |
+11,545
| New | +$777K | 0.83% | 38 |
|