Lowe Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $96.1K | Sell |
1,136
-4
| -0.4% | -$358 | 0.04% | 100 |
|
|
2025
Q2 | $104K | Hold |
1,140
| – | – | 0.04% | 86 |
|
|
2025
Q1 | $112K | Hold |
1,140
| – | – | 0.05% | 85 |
|
|
2024
Q4 | $104K | Buy |
1,140
+32
| +3% | +$3.1K | 0.04% | 84 |
|
|
2024
Q3 | $108K | Sell |
1,108
-45
| -4% | -$3.86K | 0.05% | 73 |
|
|
2024
Q2 | $89.8K | Buy |
1,153
+45
| +4% | +$3.67K | 0.04% | 81 |
|
|
2024
Q1 | $101K | Hold |
1,108
| – | – | 0.05% | 78 |
|
|
2023
Q4 | $106K | Hold |
1,108
| – | – | 0.05% | 77 |
|
|
2023
Q3 | $101K | Sell |
1,108
-60
| -5% | -$5.89K | 0.05% | 76 |
|
|
2023
Q2 | $116K | Hold |
1,168
| – | – | 0.06% | 71 |
|
|
2023
Q1 | $122K | Hold |
1,168
| – | – | 0.07% | 68 |
|
|
2022
Q4 | $116K | Hold |
1,168
| – | – | 0.06% | 65 |
|
|
2022
Q3 | $98K | Buy |
1,168
+600
| +106% | +$51K | 0.06% | 64 |
|
|
2022
Q2 | $43K | Hold |
568
| – | – | 0.02% | 99 |
|
|
2022
Q1 | $52K | Hold |
568
| – | – | 0.02% | 99 |
|
|
2021
Q4 | $66K | Hold |
568
| – | – | 0.03% | 84 |
|
|
2021
Q3 | $63K | Hold |
568
| – | – | 0.03% | 77 |
|
|
2021
Q2 | $64K | Hold |
568
| – | – | 0.03% | 78 |
|
|
2021
Q1 | $62K | Hold |
568
| – | – | 0.03% | 74 |
|
|
2020
Q4 | $61K | Hold |
568
| – | – | 0.03% | 73 |
|
|
2020
Q3 | $49K | Sell |
568
-110
| -16% | -$8.77K | 0.03% | 74 |
|
|
2020
Q2 | $50K | Hold |
678
| – | – | 0.03% | 70 |
|
|
2020
Q1 | $45K | Sell |
678
-17
| -2% | -$1.38K | 0.03% | 65 |
|
|
2019
Q4 | $61K | Hold |
695
| – | – | 0.03% | 57 |
|
|
2019
Q3 | $61K | Buy |
695
+1
| +0.1% | +$93 | 0.04% | 54 |
|
|
2019
Q2 | $58K | Buy |
694
+1
| +0.1% | +$78 | 0.03% | 56 |
|
|
2019
Q1 | $51K | Hold |
693
| – | – | 0.03% | 59 |
|
|
2018
Q4 | $45K | Sell |
693
-571
| -45% | -$35.7K | 0.03% | 60 |
|
|
2018
Q3 | $72K | Buy |
1,264
+72
| +6% | +$3.81K | 0.04% | 48 |
|
|
2018
Q2 | $58K | Buy |
1,192
+1
| +0.1% | +$57 | 0.04% | 56 |
|
|
2018
Q1 | $69K | Buy |
1,191
+1
| +0.1% | +$58 | 0.04% | 49 |
|
|
2017
Q4 | $68K | Sell |
1,190
-200
| -14% | -$11.3K | 0.04% | 54 |
|
|
2017
Q3 | $75K | Buy |
1,390
+201
| +17% | +$11.1K | 0.05% | 50 |
|
|
2017
Q2 | $69K | Hold |
1,189
| – | – | 0.04% | 50 |
|
|
2017
Q1 | $69K | Buy |
1,189
+21
| +2% | +$1.19K | 0.05% | 50 |
|
|
2016
Q4 | $65K | Hold |
1,168
| – | – | 0.04% | 51 |
|
|
2016
Q3 | $63K | Hold |
1,168
| – | – | 0.04% | 53 |
|
|
2016
Q2 | $67K | Buy |
1,168
+20
| +2% | +$1.14K | 0.05% | 50 |
|
|
2016
Q1 | $69K | Hold |
1,148
| – | – | 0.05% | 47 |
|
|
2015
Q4 | $69K | Hold |
1,148
| – | – | 0.05% | 48 |
|
|
2015
Q3 | $65K | Buy |
1,148
+20
| +2% | +$1.12K | 0.05% | 48 |
|
|
2015
Q2 | $60K | Hold |
1,128
| – | – | 0.04% | 66 |
|
|
2015
Q1 | $53K | Sell |
1,128
-592
| -34% | -$26.6K | 0.04% | 68 |
|
|
2014
Q4 | $71K | Buy |
+1,720
| New | +$67.2K | 0.05% | 56 |
|
Other funds holding SBUX
