Wealth Advisors of Iowa’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
4,988
+1,415
| +40% | +$130K | 0.17% | 47 |
|
|
2025
Q1 | $350K | Hold |
3,573
| – | – | 0.15% | 51 |
|
|
2024
Q4 | $326K | Sell |
3,573
-100
| -3% | -$9.12K | 0.16% | 45 |
|
|
2024
Q3 | $358K | Buy |
3,673
+120
| +3% | +$11.7K | 0.18% | 42 |
|
|
2024
Q2 | $277K | Sell |
3,553
-40
| -1% | -$3.11K | 0.15% | 39 |
|
|
2024
Q1 | $328K | Buy |
3,593
+60
| +2% | +$5.48K | 0.2% | 43 |
|
|
2023
Q4 | $339K | Sell |
3,533
-250
| -7% | -$24K | 0.23% | 39 |
|
|
2023
Q3 | $345K | Buy |
3,783
+1
| +0% | +$91 | 0.24% | 39 |
|
|
2023
Q2 | $375K | Hold |
3,782
| – | – | 0.27% | 35 |
|
|
2023
Q1 | $394K | Buy |
3,782
+2
| +0.1% | +$208 | 0.31% | 30 |
|
|
2022
Q4 | $375K | Hold |
3,780
| – | – | 0.31% | 37 |
|
|
2022
Q3 | $319K | Sell |
3,780
-4,143
| -52% | -$350K | 0.3% | 34 |
|
|
2022
Q2 | $644K | Buy |
7,923
+5,282
| +200% | +$429K | 0.11% | 54 |
|
|
2022
Q1 | $240K | Sell |
2,641
-60
| -2% | -$5.45K | 0.12% | 54 |
|
|
2021
Q4 | $316K | Sell |
2,701
-182
| -6% | -$21.3K | 0.17% | 45 |
|
|
2021
Q3 | $318K | Hold |
2,883
| – | – | 0.17% | 41 |
|
|
2021
Q2 | $322K | Buy |
2,883
+1
| +0% | +$112 | 0.17% | 41 |
|
|
2021
Q1 | $315K | Sell |
2,882
-150
| -5% | -$16.4K | 0.18% | 40 |
|
|
2020
Q4 | $324K | Buy |
3,032
+1
| +0% | +$107 | 0.2% | 30 |
|
|
2020
Q3 | $260K | Buy |
3,031
+115
| +4% | +$9.87K | 0.18% | 27 |
|
|
2020
Q2 | $215K | Buy |
2,916
+60
| +2% | +$4.42K | 0.16% | 27 |
|
|
2020
Q1 | $188K | Buy |
+2,856
| New | +$188K | 0.15% | 23 |
|