LWA

Lowe Wealth Advisors’s Starbucks SBUX Stock Holding History

Lowe Wealth Advisors’s Portfolio SBUX Stock Details SBUX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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%	+$2.92K	0.04%	84
2024 Q3	$108K	Sell	1,108 -45	-4%	-$4.39K	0.05%	73
2024 Q2	$89.8K	Buy	1,153 +45	+4%	+$3.5K	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%	-$5.48K	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%	+$50.3K	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%	-$9.49K	0.03%	74
2020 Q2	$50K	Hold	678	–	–	0.03%	70
2020 Q1	$45K	Sell	678 -17	-2%	-$1.13K	0.03%	65
2019 Q4	$61K	Hold	695	–	–	0.03%	57
2019 Q3	$61K	Buy	695 +1	+0.1%	+$88	0.04%	54
2019 Q2	$58K	Buy	694 +1	+0.1%	+$84	0.03%	56
2019 Q1	$51K	Hold	693	–	–	0.03%	59
2018 Q4	$45K	Sell	693 -571	-45%	-$37.1K	0.03%	60
2018 Q3	$72K	Buy	1,264 +72	+6%	+$4.1K	0.04%	48
2018 Q2	$58K	Buy	1,192 +1	+0.1%	+$49	0.04%	56
2018 Q1	$69K	Buy	1,191 +1	+0.1%	+$58	0.04%	49
2017 Q4	$68K	Sell	1,190 -200	-14%	-$11.4K	0.04%	54
2017 Q3	$75K	Buy	1,390 +201	+17%	+$10.8K	0.05%	50
2017 Q2	$69K	Hold	1,189	–	–	0.04%	50
2017 Q1	$69K	Buy	1,189 +21	+2%	+$1.22K	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%	+$1.15K	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%	+$1.13K	0.05%	48
2015 Q2	$60K	Buy	1,128 +564	+100%	+$30K	0.04%	66
2015 Q1	$53K	Sell	564 -296	-34%	-$27.8K	0.04%	68
2014 Q4	$71K	Buy	+860	New	+$71K	0.05%	56