TFA
Toth Financial Advisory’s Starbucks SBUX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.49M | Sell |
48,977
-1,329
| -3% | -$122K | 0.52% | 66 |
|
2025
Q1 | $4.93M | Sell |
50,306
-368
| -0.7% | -$36.1K | 0.59% | 64 |
|
2024
Q4 | $4.62M | Buy |
50,674
+5,653
| +13% | +$516K | 0.54% | 65 |
|
2024
Q3 | $4.39M | Sell |
45,021
-5,278
| -10% | -$515K | 0.52% | 69 |
|
2024
Q2 | $3.92M | Sell |
50,299
-1,746
| -3% | -$136K | 0.5% | 72 |
|
2024
Q1 | $4.76M | Buy |
52,045
+1,807
| +4% | +$165K | 0.6% | 61 |
|
2023
Q4 | $4.82M | Buy |
50,238
+1,555
| +3% | +$149K | 0.65% | 56 |
|
2023
Q3 | $4.44M | Buy |
48,683
+363
| +0.8% | +$33.1K | 0.68% | 53 |
|
2023
Q2 | $4.79M | Buy |
48,320
+2,108
| +5% | +$209K | 0.69% | 53 |
|
2023
Q1 | $4.81M | Buy |
46,212
+1,392
| +3% | +$145K | 0.75% | 51 |
|
2022
Q4 | $4.45M | Buy |
44,820
+3,234
| +8% | +$321K | 0.72% | 55 |
|
2022
Q3 | $3.5M | Buy |
41,586
+5,339
| +15% | +$450K | 0.63% | 60 |
|
2022
Q2 | $2.77M | Sell |
36,247
-877
| -2% | -$67K | 0.48% | 73 |
|
2022
Q1 | $3.38M | Sell |
37,124
-104
| -0.3% | -$9.46K | 0.5% | 66 |
|
2021
Q4 | $4.36M | Buy |
37,228
+238
| +0.6% | +$27.8K | 0.59% | 57 |
|
2021
Q3 | $4.08M | Buy |
36,990
+1,645
| +5% | +$181K | 0.62% | 57 |
|
2021
Q2 | $3.95M | Sell |
35,345
-1,978
| -5% | -$221K | 0.6% | 56 |
|
2021
Q1 | $4.08M | Buy |
37,323
+356
| +1% | +$38.9K | 0.65% | 54 |
|
2020
Q4 | $3.96M | Buy |
36,967
+1,480
| +4% | +$158K | 0.68% | 53 |
|
2020
Q3 | $3.05M | Sell |
35,487
-1,249
| -3% | -$107K | 0.59% | 61 |
|
2020
Q2 | $2.7M | Sell |
36,736
-2,177
| -6% | -$160K | 0.59% | 58 |
|
2020
Q1 | $2.56M | Buy |
38,913
+3,986
| +11% | +$262K | 0.74% | 51 |
|
2019
Q4 | $3.07M | Sell |
34,927
-8,647
| -20% | -$760K | 0.62% | 60 |
|
2019
Q3 | $3.85M | Sell |
43,574
-4,021
| -8% | -$356K | 0.84% | 46 |
|
2019
Q2 | $3.99M | Buy |
47,595
+521
| +1% | +$43.7K | 0.89% | 45 |
|
2019
Q1 | $3.5M | Buy |
47,074
+13,574
| +41% | +$1.01M | 0.82% | 48 |
|
2018
Q4 | $2.16M | Buy |
33,500
+21,925
| +189% | +$1.41M | 0.59% | 57 |
|
2018
Q3 | $658K | Sell |
11,575
-3,722
| -24% | -$212K | 0.15% | 104 |
|
2018
Q2 | $747K | Buy |
15,297
+3,260
| +27% | +$159K | 0.18% | 105 |
|
2018
Q1 | $697K | Buy |
12,037
+4,675
| +64% | +$271K | 0.17% | 105 |
|
2017
Q4 | $423K | Buy |
+7,362
| New | +$423K | 0.1% | 123 |
|