United Capital 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 | $51.1M | Sell |
557,198
-2,690
| -0.5% | -$246K | 0.41% | 49 |
|
|
2025
Q1 | $54.9M | Sell |
559,888
-62,585
| -10% | -$6.14M | 0.47% | 41 |
|
|
2024
Q4 | $56.8M | Sell |
622,473
-19,621
| -3% | -$1.79M | 0.48% | 42 |
|
|
2024
Q3 | $62.6M | Sell |
642,094
-4,205
| -0.7% | -$410K | 0.52% | 43 |
|
|
2024
Q2 | $50.3M | Sell |
646,299
-57,669
| -8% | -$4.49M | 0.43% | 52 |
|
|
2024
Q1 | $64.3M | Sell |
703,968
-837
| -0.1% | -$76.5K | 0.53% | 42 |
|
|
2023
Q4 | $67.7M | Sell |
704,805
-391,815
| -36% | -$37.6M | 0.56% | 36 |
|
|
2023
Q3 | $100M | Sell |
1,096,620
-107,556
| -9% | -$9.82M | 0.66% | 30 |
|
|
2023
Q2 | $119M | Sell |
1,204,176
-38,008
| -3% | -$3.77M | 0.65% | 28 |
|
|
2023
Q1 | $129M | Sell |
1,242,184
-30,690
| -2% | -$3.2M | 0.72% | 25 |
|
|
2022
Q4 | $126M | Sell |
1,272,874
-263,925
| -17% | -$26.2M | 0.71% | 25 |
|
|
2022
Q3 | $129M | Sell |
1,536,799
-44,544
| -3% | -$3.75M | 0.76% | 23 |
|
|
2022
Q2 | $121M | Buy |
1,581,343
+130,770
| +9% | +$9.99M | 0.66% | 25 |
|
|
2022
Q1 | $132M | Sell |
1,450,573
-1,699
| -0.1% | -$155K | 0.64% | 30 |
|
|
2021
Q4 | $170M | Sell |
1,452,272
-220,667
| -13% | -$25.8M | 0.78% | 21 |
|
|
2021
Q3 | $185M | Sell |
1,672,939
-10,865
| -0.6% | -$1.2M | 0.92% | 17 |
|
|
2021
Q2 | $188M | Sell |
1,683,804
-10,207
| -0.6% | -$1.14M | 0.95% | 17 |
|
|
2021
Q1 | $185M | Buy |
1,694,011
+2,373
| +0.1% | +$259K | 1.02% | 16 |
|
|
2020
Q4 | $181M | Sell |
1,691,638
-58,814
| -3% | -$6.29M | 1.09% | 15 |
|
|
2020
Q3 | $150M | Buy |
1,750,452
+13,191
| +0.8% | +$1.13M | 0.98% | 16 |
|
|
2020
Q2 | $128M | Buy |
1,737,261
+79,503
| +5% | +$5.85M | 0.93% | 14 |
|
|
2020
Q1 | $109M | Sell |
1,657,758
-39,146
| -2% | -$2.57M | 0.9% | 17 |
|
|
2019
Q4 | $149M | Buy |
1,696,904
+91,335
| +6% | +$8.03M | 0.96% | 13 |
|
|
2019
Q3 | $142M | Sell |
1,605,569
-84,845
| -5% | -$7.5M | 0.99% | 13 |
|
|
2019
Q2 | $142M | Buy |
1,690,414
+8,948
| +0.5% | +$750K | 0.93% | 14 |
|
|
2019
Q1 | $125M | Sell |
1,681,466
-450,844
| -21% | -$33.5M | 0.88% | 15 |
|
|
2018
Q4 | $137M | Buy |
2,132,310
+443,106
| +26% | +$28.5M | 1.09% | 12 |
|
|
2018
Q3 | $96M | Buy |
1,689,204
+49,677
| +3% | +$2.82M | 0.67% | 20 |
|
|
2018
Q2 | $80.1M | Sell |
1,639,527
-91,432
| -5% | -$4.47M | 0.6% | 23 |
|
|
2018
Q1 | $100M | Buy |
1,730,959
+161,876
| +10% | +$9.37M | 0.76% | 15 |
|
|
2017
Q4 | $90.7M | Buy |
1,569,083
+588,993
| +60% | +$34M | 0.72% | 17 |
|
|
2017
Q3 | $52.6M | Buy |
980,090
+11,216
| +1% | +$602K | 0.45% | 42 |
|
|
2017
Q2 | $56.5M | Buy |
968,874
+15,792
| +2% | +$921K | 0.51% | 33 |
|
|
2017
Q1 | $55.7M | Buy |
953,082
+29,419
| +3% | +$1.72M | 0.52% | 34 |
|
|
2016
Q4 | $51.3M | Buy |
923,663
+152,239
| +20% | +$8.45M | 0.5% | 37 |
|
|
2016
Q3 | $41.8M | Buy |
771,424
+25,302
| +3% | +$1.37M | 0.41% | 48 |
|
|
2016
Q2 | $42.5M | Buy |
746,122
+61,800
| +9% | +$3.52M | 0.43% | 42 |
|
|
2016
Q1 | $40.9M | Sell |
684,322
-14,081
| -2% | -$841K | 0.45% | 38 |
|
|
2015
Q4 | $41.9M | Sell |
698,403
-56,501
| -7% | -$3.39M | 0.48% | 36 |
|
|
2015
Q3 | $42.9M | Sell |
754,904
-14,465
| -2% | -$822K | 0.52% | 30 |
|
|
2015
Q2 | $41.3M | Sell |
769,369
-5,719
| -0.7% | -$307K | 0.48% | 38 |
|
|
2015
Q1 | $19.2M | Sell |
775,088
-46,058
| -6% | -$1.14M | 0.23% | 103 |
|
|
2014
Q4 | $33.7M | Buy |
821,146
+171,682
| +26% | +$7.04M | 0.5% | 43 |
|
|
2014
Q3 | $24.5M | Buy |
649,464
+2,886
| +0.4% | +$109K | 0.43% | 56 |
|
|
2014
Q2 | $25M | Buy |
646,578
+90
| +0% | +$3.48K | 0.46% | 52 |
|
|
2014
Q1 | $23.7M | Buy |
646,488
+169,188
| +35% | +$6.21M | 0.51% | 42 |
|
|
2013
Q4 | $18.7M | Buy |
477,300
+401,902
| +533% | +$15.8M | 0.64% | 34 |
|
|
2013
Q3 | $2.9M | Sell |
75,398
-500,610
| -87% | -$19.3M | 0.09% | 209 |
|
|
2013
Q2 | $18.9M | Buy |
+576,008
| New | +$18.9M | 0.5% | 49 |
|