World Investment 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 | $7.39M | Buy |
80,648
+7,782
| +11% | +$713K | 0.17% | 139 |
|
|
2025
Q1 | $7.15M | Buy |
72,866
+8,966
| +14% | +$879K | 0.19% | 132 |
|
|
2024
Q4 | $5.83M | Sell |
63,900
-7,392
| -10% | -$675K | 0.16% | 148 |
|
|
2024
Q3 | $6.95M | Buy |
71,292
+67,799
| +1,941% | +$6.61M | 0.22% | 111 |
|
|
2024
Q2 | $272K | Buy |
+3,493
| New | +$272K | 0.02% | 521 |
|
|
2024
Q1 | – | Sell |
-2,109
| Closed | -$202K | – | 459 |
|
|
2023
Q4 | $202K | Buy |
+2,109
| New | +$202K | 0.03% | 365 |
|
|
2023
Q3 | – | Sell |
-2,097
| Closed | -$208K | – | 283 |
|
|
2023
Q2 | $208K | Hold |
2,097
| – | – | 0.04% | 241 |
|
|
2023
Q1 | $218K | Sell |
2,097
-163
| -7% | -$17K | 0.05% | 215 |
|
|
2022
Q4 | $224K | Sell |
2,260
-271
| -11% | -$26.9K | 0.05% | 211 |
|
|
2022
Q3 | $213K | Buy |
2,531
+107
| +4% | +$9.01K | 0.05% | 219 |
|
|
2022
Q2 | $212K | Sell |
2,424
-60
| -2% | -$5.25K | 0.04% | 246 |
|
|
2022
Q1 | $226K | Buy |
2,484
+31
| +1% | +$2.82K | 0.05% | 236 |
|
|
2021
Q4 | $235K | Buy |
+2,453
| New | +$235K | 0.05% | 236 |
|