YHB Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $370K | Sell |
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|
2025
Q2 | $420K | Sell |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $453K | Sell |
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|
2024
Q3 | $527K | Buy |
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|
2024
Q2 | $408K | Sell |
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|
2024
Q1 | $681K | Sell |
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|
2023
Q4 | $849K | Sell |
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|
2023
Q3 | $850K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $943K | Sell |
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|
2022
Q2 | $891K | Sell |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.9M | Buy |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $1.83M | Sell |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $1.86M | Buy |
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|
2020
Q3 | $1.4M | Buy |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $906K | Buy |
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|
2019
Q4 | $1.07M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $948K | Sell |
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|
2019
Q1 | $852K | Sell |
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|
2018
Q4 | $742K | Sell |
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|
2018
Q3 | $2.8M | Sell |
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|
2018
Q2 | $2.63M | Sell |
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|
2018
Q1 | $3.15M | Sell |
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|
2017
Q4 | $3.2M | Sell |
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|
2017
Q3 | $3.04M | Sell |
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|
2017
Q2 | $3.69M | Buy |
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|
2017
Q1 | $3.42M | Buy |
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|
2016
Q4 | $3.11M | Buy |
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|
2016
Q3 | $2.91M | Buy |
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|
2016
Q2 | $2.99M | Buy |
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|
2016
Q1 | $3M | Buy |
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|
2015
Q4 | $2.64M | Buy |
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|
2015
Q3 | $1.98M | Buy |
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|
2015
Q2 | $711K | Buy |
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|
2015
Q1 | $542K | Buy |
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|
2014
Q4 | $444K | Buy |
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|
2014
Q3 | $351K | Buy |
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|
2014
Q2 | $301K | Buy |
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|
2014
Q1 | $244K | Buy |
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