A detailed history of Heritage Wealth Advisors transactions in Starbucks Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 7,491 shares of SBUX stock, worth $673,515. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,491
Previous 8,532 12.2%
Holding current value
$673,515
Previous $664,000 9.94%
% of portfolio
0.04%
Previous 0.03%

Shares

37 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$72.51 - $98.6 $75,482 - $102,642
-1,041 Reduced 12.2%
7,491 $730,000
Q2 2024

Dec 12, 2024

SELL
$72.5 - $91.53 $43,790 - $55,284
-604 Reduced 6.61%
8,532 $664,000
Q2 2024

Aug 05, 2024

BUY
$72.5 - $91.53 $549,695 - $693,980
7,582 Added 798.11%
8,532 $664,000
Q1 2024

Dec 12, 2024

SELL
$90.12 - $97.3 $12,346 - $13,330
-137 Reduced 1.48%
9,136 $834,000
Q1 2024

May 08, 2024

SELL
$90.12 - $97.3 $646,340 - $697,835
-7,172 Reduced 88.3%
950 $86,000
Q4 2023

Dec 12, 2024

BUY
$89.48 - $107.21 $34,181 - $40,954
382 Added 4.3%
9,273 $890,000
Q4 2023

Feb 09, 2024

SELL
$89.48 - $107.21 $68,810 - $82,444
-769 Reduced 8.65%
8,122 $779,000
Q3 2023

Dec 12, 2024

SELL
$91.08 - $102.92 $33,517 - $37,874
-368 Reduced 3.97%
8,891 $811,000
Q3 2023

Nov 08, 2023

SELL
$91.08 - $102.92 $33,517 - $37,874
-368 Reduced 3.97%
8,891 $811,000
Q2 2023

Dec 12, 2024

BUY
$97.52 - $114.56 $172,415 - $202,542
1,768 Added 23.6%
9,259 $917,000
Q2 2023

Aug 09, 2023

BUY
$97.52 - $114.56 $20,674 - $24,286
212 Added 2.34%
9,259 $917,000
Q1 2023

May 04, 2023

BUY
$98.34 - $109.99 $38,844 - $43,446
395 Added 4.57%
9,047 $942,000
Q4 2022

Dec 12, 2024

BUY
$83.76 - $105.05 $53,941 - $67,652
644 Added 8.04%
8,652 $858,000
Q4 2022

Feb 06, 2023

BUY
$83.76 - $105.05 $53,941 - $67,652
644 Added 8.04%
8,652 $858,000
Q3 2022

Dec 12, 2024

BUY
$77.76 - $92.7 $40,201 - $47,925
517 Added 6.9%
8,008 $674,000
Q3 2022

Nov 10, 2022

SELL
$77.76 - $92.7 $33,903 - $40,417
-436 Reduced 5.16%
8,008 $675,000
Q2 2022

Aug 04, 2022

BUY
$69.9 - $91.49 $7,129 - $9,331
102 Added 1.22%
8,444 $645,000
Q1 2022

May 11, 2022

SELL
$79.29 - $116.68 $21,329 - $31,386
-269 Reduced 3.12%
8,342 $759,000
Q4 2021

Feb 02, 2022

SELL
$106.07 - $116.97 $20,789 - $22,926
-196 Reduced 2.23%
8,611 $1.01 Million
Q3 2021

Nov 02, 2021

BUY
$110.31 - $126.06 $110 - $126
1 Added 0.01%
8,807 $971,000
Q2 2021

Aug 09, 2021

SELL
$109.38 - $118.34 $1.03 Million - $1.12 Million
-9,460 Reduced 51.79%
8,806 $984,000
Q2 2021

Jul 27, 2021

BUY
$109.38 - $118.34 $617,887 - $668,502
5,649 Added 44.77%
18,266 $1.95 Million
Q1 2021

Apr 27, 2021

SELL
$96.81 - $111.34 $546,879 - $628,959
-5,649 Reduced 30.93%
12,617 $1.38 Million
Q4 2020

Feb 01, 2021

BUY
$85.97 - $106.98 $850,673 - $1.06 Million
9,895 Added 118.21%
18,266 $1.95 Million
Q3 2020

Nov 03, 2020

BUY
$72.65 - $88.38 $72 - $88
1 Added 0.01%
8,371 $719,000
Q2 2020

Jul 17, 2020

SELL
$62.62 - $83.56 $36 Million - $48.1 Million
-575,227 Reduced 98.57%
8,370 $615,000
Q2 2020

Jul 17, 2020

BUY
$62.62 - $83.56 $36 Million - $48 Million
574,807 Added 6539.33%
583,597 $615,000
Q1 2020

May 05, 2020

BUY
$56.33 - $93.75 $23,545 - $39,187
418 Added 4.99%
8,790 $577,000
Q4 2019

Feb 04, 2020

BUY
$81.77 - $88.78 $3,189 - $3,462
39 Added 0.47%
8,372 $736,000
Q2 2019

Aug 05, 2019

BUY
$73.96 - $84.69 $286,890 - $328,512
3,879 Added 87.09%
8,333 $0
Q1 2019

May 06, 2019

BUY
$61.53 - $74.34 $123 - $148
2 Added 0.04%
4,454 $0
Q4 2018

Jan 28, 2019

BUY
$54.86 - $68.72 $54 - $68
1 Added 0.02%
4,452 $286,000
Q3 2018

Nov 14, 2018

SELL
$48.61 - $57.45 $48,561 - $57,392
-999 Reduced 18.33%
4,451 $253,000
Q2 2018

Jul 19, 2018

BUY
$48.54 - $59.83 $48 - $59
1 Added 0.02%
5,450 $265,000
Q1 2018

May 10, 2018

SELL
$53.77 - $61.69 $18,765 - $21,529
-349 Reduced 6.02%
5,449 $315,000
Q4 2017

Feb 02, 2018

BUY
$53.81 - $59.7 $22,923 - $25,432
426 Added 7.93%
5,798 $334,000
Q3 2017

Nov 07, 2017

BUY
$52.7 - $55.15 $283,104 - $296,265
5,372
5,372 $288,000

Others Institutions Holding SBUX

About STARBUCKS CORP


  • Ticker SBUX
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 1,147,399,936
  • Market Cap $103B
  • Description
  • Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of specialty coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready...
More about SBUX
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