Univest Financial’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
8,664
+2,518
| +41% | +$231K | 0.05% | 160 |
|
|
2025
Q1 | $603K | Buy |
6,146
+407
| +7% | +$39.9K | 0.04% | 190 |
|
|
2024
Q4 | $524K | Sell |
5,739
-4,264
| -43% | -$389K | 0.03% | 198 |
|
|
2024
Q3 | $975K | Buy |
+10,003
| New | +$975K | 0.06% | 150 |
|
|
2020
Q1 | – | Sell |
-3,817
| Closed | -$212K | – | 130 |
|
|
2019
Q4 | $212K | Buy |
+3,817
| New | +$212K | 0.09% | 99 |
|
|
2017
Q1 | – | Sell |
-3,817
| Closed | -$212K | – | 100 |
|
|
2016
Q4 | $212K | Sell |
3,817
-3
| -0.1% | -$167 | 0.09% | 99 |
|
|
2016
Q3 | $207K | Buy |
3,820
+86
| +2% | +$4.66K | 0.09% | 87 |
|
|
2016
Q2 | $213K | Sell |
3,734
-200
| -5% | -$11.4K | 0.1% | 90 |
|
|
2016
Q1 | $235K | Sell |
3,934
-92
| -2% | -$5.5K | 0.11% | 84 |
|
|
2015
Q4 | $242K | Hold |
4,026
| – | – | 0.11% | 88 |
|
|
2015
Q3 | $229K | Buy |
4,026
+188
| +5% | +$10.7K | 0.11% | 80 |
|
|
2015
Q2 | $206K | Sell |
3,838
-500
| -12% | -$26.8K | 0.09% | 83 |
|
|
2015
Q1 | $205K | Buy |
+4,338
| New | +$205K | 0.09% | 85 |
|
|
2014
Q2 | – | Sell |
-6,816
| Closed | -$250K | – | 82 |
|
|
2014
Q1 | $250K | Buy |
6,816
+400
| +6% | +$14.7K | 0.12% | 71 |
|
|
2013
Q4 | $251K | Sell |
6,416
-2,000
| -24% | -$78.2K | 0.12% | 72 |
|
|
2013
Q3 | $324K | Buy |
+8,416
| New | +$324K | 0.17% | 66 |
|