Valeo Financial Advisors’s Starbucks SBUX Stock Holding History

Valeo Financial Advisors’s Portfolio SBUX Stock Details SBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.07M	Sell	33,545 -28,580	-46%	-$2.62M	0.08%	125
2025 Q1	$3.11M	Buy	62,125 +887	+1%	+$44.4K	0.09%	108
2024 Q4	$2.81M	Sell	61,238 -1,282	-2%	-$58.9K	0.08%	119
2024 Q3	$3.13M	Sell	62,520 -7,272	-10%	-$364K	0.09%	112
2024 Q2	$3.07M	Buy	69,792 +4,504	+7%	+$198K	0.1%	102
2024 Q1	$3.1M	Buy	65,288 +1,769	+3%	+$83.9K	0.11%	100
2023 Q4	$3.18M	Buy	63,519 +453	+0.7%	+$22.7K	0.13%	93
2023 Q3	$2.98M	Sell	63,066 -8,468	-12%	-$400K	0.14%	89
2023 Q2	$4.07M	Sell	71,534 -1,219	-2%	-$69.4K	0.19%	73
2023 Q1	$4.4M	Buy	72,753 +3,149	+5%	+$191K	0.21%	68
2022 Q4	$3.88M	Buy	69,604 +2,467	+4%	+$138K	0.21%	66
2022 Q3	$3.1M	Sell	67,137 -828	-1%	-$38.2K	0.2%	70
2022 Q2	$2.87M	Sell	67,965 -5,039	-7%	-$213K	0.18%	78
2022 Q1	$3.87M	Buy	73,004 +1,822	+3%	+$96.7K	0.2%	74
2021 Q4	$4.76M	Buy	71,182 +2,848	+4%	+$190K	0.26%	60
2021 Q3	$4.18M	Sell	68,334 -2,509	-4%	-$153K	0.24%	62
2021 Q2	$4.51M	Buy	70,843 +396	+0.6%	+$25.2K	0.27%	58
2021 Q1	$4.37M	Sell	70,447 -30,318	-30%	-$1.88M	0.2%	64
2020 Q4	$4.66M	Buy	100,765 +57,289	+132%	+$2.65M	0.24%	50
2020 Q3	$3.74M	Sell	43,476 -1,177	-3%	-$101K	0.33%	46
2020 Q2	$3.29M	Buy	44,653 +20,120	+82%	+$1.48M	0.3%	48
2020 Q1	$1.81M	Buy	24,533 +5,260	+27%	+$388K	0.19%	78
2019 Q4	$1.7M	Buy	19,273 +4,712	+32%	+$414K	0.16%	92
2019 Q3	$1.29M	Buy	14,561 +567	+4%	+$50.1K	0.14%	94
2019 Q2	$1.17M	Sell	13,994 -1,726	-11%	-$145K	0.13%	115
2019 Q1	$1.17M	Sell	15,720 -16,505	-51%	-$1.23M	0.14%	111
2018 Q4	$2.08M	Sell	32,225 -1,751	-5%	-$113K	0.29%	58
2018 Q3	$1.98M	Buy	33,976 +1,252	+4%	+$73K	0.27%	60
2018 Q2	$1.7M	Sell	32,724 -9,692	-23%	-$502K	0.24%	73
2018 Q1	$2.46M	Buy	42,416 +3,771	+10%	+$218K	0.39%	49
2017 Q4	$2.22M	Buy	38,645 +4,329	+13%	+$249K	0.36%	57
2017 Q3	$1.84M	Buy	+34,316	New	+$1.84M	0.42%	54