Visionary Wealth 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 | $2.63M | Buy |
28,666
+22,562
| +370% | +$2.07M | 0.13% | 166 |
|
2025
Q1 | $599K | Sell |
6,104
-1,049
| -15% | -$103K | 0.04% | 319 |
|
2024
Q4 | $653K | Sell |
7,153
-98
| -1% | -$8.94K | 0.04% | 312 |
|
2024
Q3 | $707K | Sell |
7,251
-117
| -2% | -$11.4K | 0.04% | 298 |
|
2024
Q2 | $574K | Buy |
7,368
+1,824
| +33% | +$142K | 0.04% | 305 |
|
2024
Q1 | $507K | Sell |
5,544
-31
| -0.6% | -$2.83K | 0.03% | 319 |
|
2023
Q4 | $535K | Buy |
5,575
+143
| +3% | +$13.7K | 0.04% | 304 |
|
2023
Q3 | $496K | Sell |
5,432
-787
| -13% | -$71.8K | 0.04% | 303 |
|
2023
Q2 | $616K | Sell |
6,219
-733
| -11% | -$72.6K | 0.05% | 262 |
|
2023
Q1 | $724K | Sell |
6,952
-63,846
| -90% | -$6.65M | 0.06% | 233 |
|
2022
Q4 | $7.02M | Buy |
70,798
+3,720
| +6% | +$369K | 0.65% | 45 |
|
2022
Q3 | $5.65M | Buy |
67,078
+7,672
| +13% | +$646K | 0.59% | 44 |
|
2022
Q2 | $4.54M | Buy |
59,406
+9,260
| +18% | +$707K | 0.41% | 68 |
|
2022
Q1 | $4.56M | Buy |
50,146
+11,167
| +29% | +$1.02M | 0.37% | 77 |
|
2021
Q4 | $4.56M | Buy |
38,979
+2,366
| +6% | +$277K | 0.37% | 67 |
|
2021
Q3 | $4.04M | Sell |
36,613
-600
| -2% | -$66.2K | 0.42% | 64 |
|
2021
Q2 | $4.16M | Buy |
37,213
+863
| +2% | +$96.5K | 0.42% | 60 |
|
2021
Q1 | $3.97M | Sell |
36,350
-4,017
| -10% | -$439K | 0.42% | 66 |
|
2020
Q4 | $4.32M | Buy |
40,367
+524
| +1% | +$56.1K | 0.48% | 53 |
|
2020
Q3 | $3.42M | Buy |
39,843
+1,842
| +5% | +$158K | 0.48% | 54 |
|
2020
Q2 | $2.8M | Buy |
38,001
+3,839
| +11% | +$282K | 0.43% | 64 |
|
2020
Q1 | $2.25M | Buy |
34,162
+18,719
| +121% | +$1.23M | 0.42% | 73 |
|
2019
Q4 | $1.36M | Buy |
+15,443
| New | +$1.36M | 0.24% | 88 |
|