Sequoia Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.26M | Buy |
47,588
+196
| +0.4% | +$18.5K | 0.02% | 358 |
|
|
2025
Q4 | $3.99M | Buy |
47,392
+2,579
| +6% | +$218K | 0.02% | 374 |
|
|
2025
Q3 | $3.79M | Buy |
44,813
+400
| +0.9% | +$35.8K | 0.02% | 357 |
|
|
2025
Q2 | $4.07M | Buy |
44,413
+4,340
| +11% | +$376K | 0.03% | 316 |
|
|
2025
Q1 | $3.93M | Buy |
40,073
+385
| +1% | +$39.8K | 0.03% | 308 |
|
|
2024
Q4 | $3.62M | Sell |
39,688
-43,202
| -52% | -$4.18M | 0.03% | 302 |
|
|
2024
Q3 | $8.08M | Buy |
82,890
+2,054
| +3% | +$176K | 0.09% | 169 |
|
|
2024
Q2 | $6.29M | Sell |
80,836
-6,518
| -7% | -$531K | 0.08% | 168 |
|
|
2024
Q1 | $7.98M | Sell |
87,354
-13,454
| -13% | -$1.25M | 0.1% | 153 |
|
|
2023
Q4 | $9.68M | Buy |
100,808
+17,520
| +21% | +$1.71M | 0.12% | 151 |
|
|
2023
Q3 | $7.6M | Sell |
83,288
-2,922
| -3% | -$287K | 0.13% | 117 |
|
|
2023
Q2 | $8.54M | Sell |
86,210
-20,743
| -19% | -$2.15M | 0.15% | 116 |
|
|
2023
Q1 | $11.1M | Buy |
106,953
+628
| +0.6% | +$65.4K | 0.25% | 78 |
|
|
2022
Q4 | $10.5M | Buy |
106,325
+31,744
| +43% | +$3M | 0.26% | 73 |
|
|
2022
Q3 | $6.28M | Buy |
74,581
+3,401
| +5% | +$289K | 0.2% | 93 |
|
|
2022
Q2 | $5.44M | Buy |
71,180
+42,533
| +148% | +$3.27M | 0.15% | 110 |
|
|
2022
Q1 | $2.61M | Buy |
28,647
+2,559
| +10% | +$241K | 0.07% | 164 |
|
|
2021
Q4 | $3.05M | Buy |
26,088
+17,015
| +188% | +$1.92M | 0.08% | 143 |
|
|
2021
Q3 | $1M | Sell |
9,073
-17,301
| -66% | -$2.03M | 0.1% | 106 |
|
|
2021
Q2 | $2.95M | Sell |
26,374
-104
| -0.4% | -$11.8K | 0.11% | 121 |
|
|
2021
Q1 | $2.89M | Buy |
26,478
+366
| +1% | +$38.4K | 0.12% | 106 |
|
|
2020
Q4 | $2.79M | Buy |
26,112
+88
| +0.3% | +$8.4K | 0.13% | 99 |
|
|
2020
Q3 | $2.24M | Sell |
26,024
-872
| -3% | -$69.6K | 0.12% | 104 |
|
|
2020
Q2 | $1.98M | Buy |
26,896
+4,446
| +20% | +$334K | 0.12% | 93 |
|
|
2020
Q1 | $1.48M | Buy |
22,450
+453
| +2% | +$36.6K | 0.11% | 96 |
|
|
2019
Q4 | $1.93M | Buy |
21,997
+8,196
| +59% | +$699K | 0.12% | 98 |
|
|
2019
Q3 | $1.22M | Sell |
13,801
-10,077
| -42% | -$934K | 0.09% | 117 |
|
|
2019
Q2 | $2M | Buy |
23,878
+8,021
| +51% | +$629K | 0.15% | 84 |
|
|
2019
Q1 | $1.18M | Sell |
15,857
-8
| -0.1% | -$550 | 0.1% | 111 |
|
|
2018
Q4 | $1.02M | Sell |
15,865
-1,057
| -6% | -$66.2K | 0.12% | 100 |
|
|
2018
Q3 | $962K | Buy |
16,922
+1,487
| +10% | +$78.6K | 0.1% | 117 |
|
|
2018
Q2 | $754K | Sell |
15,435
-914
| -6% | -$51.9K | 0.08% | 120 |
|
|
2018
Q1 | $946K | Buy |
16,349
+2,045
| +14% | +$118K | 0.1% | 114 |
|
|
2017
Q4 | $822K | Buy |
14,304
+775
| +6% | +$43.9K | 0.09% | 126 |
|
|
2017
Q3 | $727K | Sell |
13,529
-371
| -3% | -$20.6K | 0.09% | 124 |
|
|
2017
Q2 | $811K | Buy |
13,900
+171
| +1% | +$10.3K | 0.1% | 121 |
|
|
2017
Q1 | $802K | Sell |
13,729
-686
| -5% | -$38.8K | 0.1% | 117 |
|
|
2016
Q4 | $800K | Sell |
14,415
-410
| -3% | -$22.7K | 0.11% | 116 |
|
|
2016
Q3 | $803K | Sell |
14,825
-858
| -5% | -$48K | 0.15% | 94 |
|
|
2016
Q2 | $896K | Sell |
15,683
-219
| -1% | -$12.5K | 0.25% | 80 |
|
|
2016
Q1 | $949K | Buy |
15,902
+544
| +4% | +$31.7K | 0.31% | 60 |
|
|
2015
Q4 | $922K | Buy |
15,358
+719
| +5% | +$43.8K | 0.37% | 57 |
|
|
2015
Q3 | $832K | Sell |
14,639
-589
| -4% | -$33K | 0.36% | 56 |
|
|
2015
Q2 | $816K | Sell |
15,228
-1,056
| -6% | -$53.6K | 0.34% | 69 |
|
|
2015
Q1 | $771K | Buy |
16,284
+656
| +4% | +$29.5K | 0.35% | 68 |
|
|
2014
Q4 | $641K | Buy |
15,628
+894
| +6% | +$34.9K | 0.44% | 60 |
|
|
2014
Q3 | $556K | Sell |
14,734
-3,112
| -17% | -$120K | 0.39% | 65 |
|
|
2014
Q2 | $690K | Buy |
17,846
+1,832
| +11% | +$66.5K | 0.52% | 47 |
|
|
2014
Q1 | $588K | Sell |
16,014
-40
| -0.2% | -$1.48K | 0.49% | 59 |
|
|
2013
Q4 | $629K | Buy |
+16,054
| New | +$635K | 0.52% | 55 |
|
Other funds holding SBUX
VCM
VPM
