Bard Financial Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Sell |
69,069
-1,035
| -1% | -$94.8K | 0.76% | 38 |
|
|
2025
Q1 | $6.88M | Sell |
70,104
-1,999
| -3% | -$196K | 0.84% | 34 |
|
|
2024
Q4 | $6.58M | Sell |
72,103
-200
| -0.3% | -$18.3K | 0.79% | 36 |
|
|
2024
Q3 | $7.05M | Sell |
72,303
-6,935
| -9% | -$676K | 0.83% | 35 |
|
|
2024
Q2 | $6.17M | Sell |
79,238
-835
| -1% | -$65K | 0.64% | 43 |
|
|
2024
Q1 | $7.32M | Sell |
80,073
-200
| -0.2% | -$18.3K | 0.78% | 36 |
|
|
2023
Q4 | $7.71M | Sell |
80,273
-225
| -0.3% | -$21.6K | 0.86% | 33 |
|
|
2023
Q3 | $7.35M | Sell |
80,498
-590
| -0.7% | -$53.9K | 0.91% | 31 |
|
|
2023
Q2 | $8.03M | Sell |
81,088
-1,000
| -1% | -$99.1K | 0.61% | 41 |
|
|
2023
Q1 | $8.55M | Sell |
82,088
-500
| -0.6% | -$52.1K | 0.68% | 39 |
|
|
2022
Q4 | $8.19M | Sell |
82,588
-875
| -1% | -$86.8K | 0.7% | 37 |
|
|
2022
Q3 | $7.03M | Buy |
83,463
+2,725
| +3% | +$230K | 0.66% | 38 |
|
|
2022
Q2 | $6.17M | Buy |
80,738
+1,315
| +2% | +$100K | 0.56% | 47 |
|
|
2022
Q1 | $7.23M | Buy |
79,423
+2,237
| +3% | +$203K | 0.59% | 50 |
|
|
2021
Q4 | $9.03M | Sell |
77,186
-666
| -0.9% | -$77.9K | 0.73% | 35 |
|
|
2021
Q3 | $8.59M | Sell |
77,852
-241
| -0.3% | -$26.6K | 0.76% | 35 |
|
|
2021
Q2 | $8.73M | Buy |
78,093
+259
| +0.3% | +$29K | 0.78% | 34 |
|
|
2021
Q1 | $8.51M | Sell |
77,834
-292
| -0.4% | -$31.9K | 0.82% | 34 |
|
|
2020
Q4 | $8.36M | Buy |
+78,126
| New | +$8.36M | 0.84% | 31 |
|