Plante Moran Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Sell |
1,588
-83
| -5% | -$7.61K | 0.01% | 191 |
|
|
2025
Q1 | $164K | Buy |
1,671
+275
| +20% | +$27K | 0.01% | 191 |
|
|
2024
Q4 | $127K | Sell |
1,396
-217
| -13% | -$19.8K | 0.01% | 225 |
|
|
2024
Q3 | $157K | Sell |
1,613
-1,180
| -42% | -$115K | 0.01% | 206 |
|
|
2024
Q2 | $217K | Buy |
2,793
+1,041
| +59% | +$81K | 0.02% | 166 |
|
|
2024
Q1 | $160K | Sell |
1,752
-2,078
| -54% | -$190K | 0.02% | 190 |
|
|
2023
Q4 | $368K | Sell |
3,830
-923
| -19% | -$88.6K | 0.04% | 106 |
|
|
2023
Q3 | $434K | Buy |
4,753
+627
| +15% | +$57.2K | 0.05% | 87 |
|
|
2023
Q2 | $409K | Buy |
4,126
+80
| +2% | +$7.93K | 0.05% | 89 |
|
|
2023
Q1 | $421K | Sell |
4,046
-2,826
| -41% | -$294K | 0.06% | 89 |
|
|
2022
Q4 | $682K | Buy |
6,872
+2,138
| +45% | +$212K | 0.1% | 63 |
|
|
2022
Q3 | $399K | Buy |
4,734
+204
| +5% | +$17.2K | 0.07% | 87 |
|
|
2022
Q2 | $346K | Sell |
4,530
-200
| -4% | -$15.3K | 0.06% | 102 |
|
|
2022
Q1 | $430K | Buy |
4,730
+111
| +2% | +$10.1K | 0.08% | 98 |
|
|
2021
Q4 | $540K | Buy |
4,619
+541
| +13% | +$63.2K | 0.09% | 82 |
|
|
2021
Q3 | $450K | Sell |
4,078
-1,917
| -32% | -$212K | 0.1% | 98 |
|
|
2021
Q2 | $670K | Sell |
5,995
-518
| -8% | -$57.9K | 0.16% | 69 |
|
|
2021
Q1 | $712K | Sell |
6,513
-1,361
| -17% | -$149K | 0.19% | 59 |
|
|
2020
Q4 | $842K | Buy |
7,874
+4,160
| +112% | +$445K | 0.26% | 49 |
|
|
2020
Q3 | $319K | Buy |
3,714
+73
| +2% | +$6.27K | 0.11% | 104 |
|
|
2020
Q2 | $268K | Sell |
3,641
-35
| -1% | -$2.58K | 0.11% | 102 |
|
|
2020
Q1 | $242K | Sell |
3,676
-8
| -0.2% | -$527 | 0.11% | 95 |
|
|
2019
Q4 | $324K | Sell |
3,684
-104
| -3% | -$9.15K | 0.11% | 112 |
|
|
2019
Q3 | $335K | Sell |
3,788
-772
| -17% | -$68.3K | 0.1% | 117 |
|
|
2019
Q2 | $382K | Buy |
4,560
+24
| +0.5% | +$2.01K | 0.12% | 103 |
|
|
2019
Q1 | $337K | Buy |
4,536
+773
| +21% | +$57.4K | 0.1% | 105 |
|
|
2018
Q4 | $242K | Buy |
3,763
+344
| +10% | +$22.1K | 0.08% | 121 |
|
|
2018
Q3 | $194K | Sell |
3,419
-792
| -19% | -$44.9K | 0.06% | 153 |
|
|
2018
Q2 | $206K | Sell |
4,211
-1,272
| -23% | -$62.2K | 0.1% | 156 |
|
|
2018
Q1 | $317K | Buy |
5,483
+1,013
| +23% | +$58.6K | 0.17% | 105 |
|
|
2017
Q4 | $257K | Buy |
4,470
+219
| +5% | +$12.6K | 0.14% | 116 |
|
|
2017
Q3 | $228K | Sell |
4,251
-449
| -10% | -$24.1K | 0.14% | 117 |
|
|
2017
Q2 | $274K | Sell |
4,700
-265
| -5% | -$15.4K | 0.17% | 100 |
|
|
2017
Q1 | $290K | Sell |
4,965
-2,335
| -32% | -$136K | 0.17% | 100 |
|
|
2016
Q4 | $405K | Buy |
7,300
+1,949
| +36% | +$108K | 0.25% | 78 |
|
|
2016
Q3 | $290K | Buy |
5,351
+1,621
| +43% | +$87.9K | 0.2% | 97 |
|
|
2016
Q2 | $213K | Buy |
3,730
+410
| +12% | +$23.4K | 0.15% | 114 |
|
|
2016
Q1 | $198K | Sell |
3,320
-83
| -2% | -$4.95K | 0.15% | 110 |
|
|
2015
Q4 | $204K | Buy |
3,403
+579
| +21% | +$34.7K | 0.15% | 106 |
|
|
2015
Q3 | $161K | Buy |
2,824
+640
| +29% | +$36.5K | 0.13% | 122 |
|
|
2015
Q2 | $117K | Buy |
2,184
+24
| +1% | +$1.29K | 0.08% | 171 |
|
|
2015
Q1 | $102K | Sell |
2,160
-432
| -17% | -$20.4K | 0.07% | 184 |
|
|
2014
Q4 | $106K | Buy |
2,592
+604
| +30% | +$24.7K | 0.08% | 179 |
|
|
2014
Q3 | $75K | Sell |
1,988
-172
| -8% | -$6.49K | 0.07% | 198 |
|
|
2014
Q2 | $84K | Buy |
2,160
+1,154
| +115% | +$44.9K | 0.08% | 164 |
|
|
2014
Q1 | $37K | Buy |
1,006
+350
| +53% | +$12.9K | 0.04% | 195 |
|
|
2013
Q4 | $26K | Hold |
656
| – | – | 0.01% | 318 |
|
|
2013
Q3 | $25K | Sell |
656
-370
| -36% | -$14.1K | 0.02% | 269 |
|
|
2013
Q2 | $34K | Buy |
+1,026
| New | +$34K | 0.03% | 201 |
|