SIA
Schechter Investment Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.45M | Buy |
14,754
+5,492
| +59% | +$539K | 0.12% | 173 |
|
|
2024
Q4 | $845K | Sell |
9,262
-5,074
| -35% | -$463K | 0.06% | 273 |
|
|
2024
Q3 | $1.4M | Buy |
14,336
+2,381
| +20% | +$232K | 0.1% | 185 |
|
|
2024
Q2 | $931K | Buy |
11,955
+3,288
| +38% | +$256K | 0.07% | 253 |
|
|
2024
Q1 | $792K | Sell |
8,667
-2,129
| -20% | -$195K | 0.06% | 289 |
|
|
2023
Q4 | $1.04M | Sell |
10,796
-897
| -8% | -$86.1K | 0.09% | 222 |
|
|
2023
Q3 | $1.07M | Sell |
11,693
-316
| -3% | -$28.8K | 0.1% | 211 |
|
|
2023
Q2 | $1.19M | Sell |
12,009
-386
| -3% | -$38.2K | 0.11% | 216 |
|
|
2023
Q1 | $1.29M | Buy |
12,395
+881
| +8% | +$91.7K | 0.12% | 198 |
|
|
2022
Q4 | $1.14M | Buy |
11,514
+2,495
| +28% | +$248K | 0.1% | 250 |
|
|
2022
Q3 | $760K | Buy |
9,019
+1,294
| +17% | +$109K | 0.07% | 373 |
|
|
2022
Q2 | $590K | Buy |
7,725
+1,005
| +15% | +$76.8K | 0.06% | 473 |
|
|
2022
Q1 | $611K | Sell |
6,720
-9,835
| -59% | -$894K | 0.06% | 469 |
|
|
2021
Q4 | $1.94M | Buy |
+16,555
| New | +$1.94M | 0.17% | 121 |
|