SHFA
SC&H Financial Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
2,717
-182
| -6% | -$16.7K | 0.04% | 133 |
|
|
2025
Q1 | $284K | Hold |
2,899
| – | – | 0.06% | 119 |
|
|
2024
Q4 | $265K | Buy |
2,899
+17
| +0.6% | +$1.55K | 0.05% | 122 |
|
|
2024
Q3 | $281K | Sell |
2,882
-244
| -8% | -$23.8K | 0.06% | 124 |
|
|
2024
Q2 | $243K | Sell |
3,126
-21
| -0.7% | -$1.64K | 0.06% | 129 |
|
|
2024
Q1 | $288K | Buy |
3,147
+6
| +0.2% | +$548 | 0.07% | 119 |
|
|
2023
Q4 | $302K | Buy |
3,141
+5
| +0.2% | +$480 | 0.09% | 110 |
|
|
2023
Q3 | $286K | Buy |
3,136
+6
| +0.2% | +$548 | 0.1% | 112 |
|
|
2023
Q2 | $310K | Buy |
3,130
+5
| +0.2% | +$495 | 0.1% | 111 |
|
|
2023
Q1 | $325K | Buy |
3,125
+33
| +1% | +$3.44K | 0.12% | 106 |
|
|
2022
Q4 | $307K | Sell |
3,092
-24
| -0.8% | -$2.38K | 0.13% | 109 |
|
|
2022
Q3 | $263K | Buy |
3,116
+6
| +0.2% | +$506 | 0.13% | 110 |
|
|
2022
Q2 | $238K | Buy |
3,110
+411
| +15% | +$31.5K | 0.11% | 128 |
|
|
2022
Q1 | $246K | Sell |
2,699
-1,544
| -36% | -$141K | 0.12% | 134 |
|
|
2021
Q4 | $496K | Buy |
+4,243
| New | +$496K | 0.27% | 85 |
|