Legacy Financial 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 | $1.17M | Buy |
13,049
+1,357
| +12% | +$128K | 0.16% | 109 |
|
|
2025
Q4 | $985K | Buy |
11,692
+772
| +7% | +$65.1K | 0.14% | 131 |
|
|
2025
Q3 | $924K | Sell |
10,920
-1,159
| -10% | -$104K | 0.13% | 135 |
|
|
2025
Q2 | $1.11M | Sell |
12,079
-287
| -2% | -$24.9K | 0.17% | 98 |
|
|
2025
Q1 | $1.21M | Buy |
12,366
+678
| +6% | +$70.1K | 0.2% | 89 |
|
|
2024
Q4 | $1.07M | Buy |
11,688
+171
| +1% | +$16.5K | 0.18% | 99 |
|
|
2024
Q3 | $1.12M | Buy |
11,517
+1,020
| +10% | +$87.5K | 0.19% | 90 |
|
|
2024
Q2 | $817K | Buy |
10,497
+2,587
| +33% | +$211K | 0.15% | 114 |
|
|
2024
Q1 | $723K | Sell |
7,910
-94
| -1% | -$8.74K | 0.13% | 130 |
|
|
2023
Q4 | $768K | Buy |
8,004
+314
| +4% | +$30.6K | 0.15% | 112 |
|
|
2023
Q3 | $702K | Buy |
7,690
+445
| +6% | +$43.7K | 0.14% | 97 |
|
|
2023
Q2 | $718K | Buy |
7,245
+242
| +3% | +$25.1K | 0.13% | 90 |
|
|
2023
Q1 | $729K | Buy |
7,003
+442
| +7% | +$46K | 0.15% | 83 |
|
|
2022
Q4 | $651K | Buy |
6,561
+1,302
| +25% | +$123K | 0.14% | 85 |
|
|
2022
Q3 | $443K | Buy |
5,259
+659
| +14% | +$56K | 0.11% | 106 |
|
|
2022
Q2 | $351K | Buy |
4,600
+1,419
| +45% | +$109K | 0.09% | 132 |
|
|
2022
Q1 | $289K | Sell |
3,181
-966
| -23% | -$91.2K | 0.07% | 168 |
|
|
2021
Q4 | $485K | Sell |
4,147
-1,826
| -31% | -$206K | 0.11% | 91 |
|
|
2021
Q3 | $659K | Buy |
5,973
+802
| +16% | +$93.9K | 0.16% | 60 |
|
|
2021
Q2 | $578K | Buy |
5,171
+462
| +10% | +$52.2K | 0.15% | 63 |
|
|
2021
Q1 | $515K | Buy |
4,709
+322
| +7% | +$33.8K | 0.14% | 66 |
|
|
2020
Q4 | $469K | Buy |
4,387
+319
| +8% | +$30.5K | 0.13% | 68 |
|
|
2020
Q3 | $350K | Buy |
+4,068
| New | +$324K | 0.11% | 74 |
|
|
2019
Q2 | – | Sell |
-1,133
| Closed | -$84K | – | 750 |
|
|
2019
Q1 | $84K | Buy |
1,133
+386
| +52% | +$26.5K | 0.03% | 191 |
|
|
2018
Q4 | $48K | Buy |
747
+474
| +174% | +$29.7K | 0.02% | 247 |
|
|
2018
Q3 | $15K | Buy |
273
+134
| +96% | +$7.08K | 0.01% | 428 |
|
|
2018
Q2 | $7K | Sell |
139
-227
| -62% | -$12.9K | ﹤0.01% | 630 |
|
|
2018
Q1 | $21K | Buy |
366
+50
| +16% | +$2.89K | 0.01% | 362 |
|
|
2017
Q4 | $18K | Buy |
+316
| New | +$17.9K | 0.01% | 381 |
|
Other funds holding SBUX
VCM
VPM
