3Chopt Investment Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $378K | Sell |
4,121
-539
| -12% | -$49.4K | 0.09% | 164 |
|
2025
Q1 | $457K | Buy |
+4,660
| New | +$457K | 0.12% | 139 |
|
2024
Q3 | – | Sell |
-4,065
| Closed | -$316K | – | 160 |
|
2024
Q2 | $316K | Buy |
+4,065
| New | +$316K | 0.1% | 155 |
|
2024
Q1 | – | Sell |
-5,183
| Closed | -$498K | – | 144 |
|
2023
Q4 | $498K | Buy |
+5,183
| New | +$498K | 0.18% | 105 |
|
2023
Q3 | – | Sell |
-4,546
| Closed | -$450K | – | 120 |
|
2023
Q2 | $450K | Sell |
4,546
-23
| -0.5% | -$2.28K | 0.23% | 94 |
|
2023
Q1 | $476K | Buy |
4,569
+957
| +26% | +$99.7K | 0.25% | 92 |
|
2022
Q4 | $358K | Buy |
+3,612
| New | +$358K | 0.2% | 100 |
|