US 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
Q1 | $268K | Buy |
+2,737
| New | +$268K | 0.08% | 85 |
|
|
2016
Q2 | – | Sell |
-540
| Closed | -$32K | – | 334 |
|
|
2016
Q1 | $32K | Sell |
540
-208
| -28% | -$12.3K | 0.06% | 118 |
|
|
2015
Q4 | $45K | Hold |
748
| – | – | 0.04% | 151 |
|
|
2015
Q3 | $43K | Buy |
748
+348
| +87% | +$20K | 0.07% | 122 |
|
|
2015
Q2 | $21K | Hold |
400
| – | – | 0.02% | 178 |
|
|
2015
Q1 | $19K | Hold |
400
| – | – | 0.02% | 202 |
|
|
2014
Q4 | $16K | Buy |
+400
| New | +$16K | 0.01% | 209 |
|