Mount Yale Investment Advisors’s Starbucks SBUX Stock Holding History

Mount Yale Investment Advisors’s Portfolio SBUX Stock Details SBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$505K	Sell	5,511 -32	-0.6%	-$2.93K	0.04%	340
2025 Q1	$544K	Sell	5,543 -850	-13%	-$83.4K	0.05%	311
2024 Q4	$583K	Sell	6,393 -3,330	-34%	-$304K	0.05%	318
2024 Q3	$948K	Sell	9,723 -13,437	-58%	-$1.31M	0.09%	208
2024 Q2	$1.8M	Buy	23,160 +3,650	+19%	+$284K	0.14%	137
2024 Q1	$1.78M	Buy	19,510 +5,010	+35%	+$458K	0.14%	145
2023 Q4	$1.39M	Sell	14,500 -2,567	-15%	-$246K	0.13%	161
2023 Q3	$1.56M	Buy	17,067 +12,081	+242%	+$1.1M	0.17%	130
2023 Q2	$494K	Buy	4,986 +187	+4%	+$18.5K	0.05%	308
2023 Q1	$500K	Sell	4,799 -12,467	-72%	-$1.3M	0.06%	298
2022 Q4	$1.71M	Sell	17,266 -1,704	-9%	-$169K	0.19%	118
2022 Q3	$1.6M	Sell	18,970 -7,008	-27%	-$590K	0.21%	107
2022 Q2	$1.98M	Buy	25,978 +9,370	+56%	+$716K	0.25%	93
2022 Q1	$1.51M	Buy	16,608 +841	+5%	+$76.5K	0.16%	137
2021 Q4	$1.84M	Sell	15,767 -5,554	-26%	-$650K	0.19%	120
2021 Q3	$2.35M	Sell	21,321 -6,324	-23%	-$698K	0.27%	90
2021 Q2	$3.09M	Buy	27,645 +72	+0.3%	+$8.05K	0.37%	63
2021 Q1	$3.01M	Sell	27,573 -2,258	-8%	-$247K	0.39%	66
2020 Q4	$3.19M	Buy	29,831 +5,058	+20%	+$541K	0.45%	61
2020 Q3	$2.13M	Buy	24,773 +4,686	+23%	+$403K	0.3%	75
2020 Q2	$1.48M	Sell	20,087 -1,497	-7%	-$110K	0.26%	95
2020 Q1	$1.42M	Buy	21,584 +2,587	+14%	+$170K	0.32%	77
2019 Q4	$1.61M	Buy	18,997 +348	+2%	+$29.5K	0.28%	88
2019 Q3	$1.55M	Buy	18,649 +142	+0.8%	+$11.8K	0.28%	89
2019 Q2	$1.76M	Sell	18,507 -2,553	-12%	-$243K	0.33%	77
2019 Q1	$1.57M	Buy	21,060 +8,101	+63%	+$602K	0.29%	84
2018 Q4	$907K	Sell	12,959 -40,485	-76%	-$2.83M	0.18%	121
2018 Q3	$3.64M	Sell	53,444 -1,276	-2%	-$87K	0.64%	35
2018 Q2	$2.67M	Buy	54,720 +892	+2%	+$43.6K	0.51%	46
2018 Q1	$3.12M	Buy	+53,828	New	+$3.12M	0.67%	36