Bedel Financial Consulting’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $586K | Sell |
6,390
-50
| -0.8% | -$4.58K | 0.08% | 137 |
|
2025
Q1 | $533K | Buy |
6,440
+226
| +4% | +$18.7K | 0.08% | 138 |
|
2024
Q4 | $698K | Sell |
6,214
-366
| -6% | -$41.1K | 0.1% | 118 |
|
2024
Q3 | $641K | Sell |
6,580
-587
| -8% | -$57.2K | 0.09% | 124 |
|
2024
Q2 | $558K | Buy |
7,167
+802
| +13% | +$62.4K | 0.08% | 127 |
|
2024
Q1 | $582K | Sell |
6,365
-58
| -0.9% | -$5.3K | 0.09% | 123 |
|
2023
Q4 | $617K | Buy |
6,423
+132
| +2% | +$12.7K | 0.11% | 109 |
|
2023
Q3 | $574K | Buy |
6,291
+2
| +0% | +$183 | 0.12% | 108 |
|
2023
Q2 | $623K | Buy |
6,289
+127
| +2% | +$12.6K | 0.13% | 98 |
|
2023
Q1 | $642K | Sell |
6,162
-39
| -0.6% | -$4.06K | 0.16% | 92 |
|
2022
Q4 | $615K | Buy |
6,201
+40
| +0.6% | +$3.97K | 0.15% | 87 |
|
2022
Q3 | $557K | Hold |
6,161
| – | – | 0.15% | 93 |
|
2022
Q2 | $471K | Buy |
6,161
+353
| +6% | +$27K | 0.14% | 107 |
|
2022
Q1 | $528K | Sell |
5,808
-51
| -0.9% | -$4.64K | 0.17% | 85 |
|
2021
Q4 | $685K | Hold |
5,859
| – | – | 0.21% | 67 |
|
2021
Q3 | $646K | Sell |
5,859
-50
| -0.8% | -$5.51K | 0.22% | 66 |
|
2021
Q2 | $661K | Hold |
5,909
| – | – | 0.23% | 64 |
|
2021
Q1 | $646K | Buy |
5,909
+2,006
| +51% | +$219K | 0.25% | 64 |
|
2020
Q4 | $418K | Buy |
3,903
+1,068
| +38% | +$114K | 0.19% | 83 |
|
2020
Q3 | $244K | Sell |
2,835
-50
| -2% | -$4.3K | 0.12% | 119 |
|
2020
Q2 | $212K | Buy |
2,885
+213
| +8% | +$15.7K | 0.11% | 121 |
|
2020
Q1 | $176K | Buy |
2,672
+345
| +15% | +$22.7K | 0.12% | 132 |
|
2019
Q4 | $205K | Buy |
2,327
+66
| +3% | +$5.81K | 0.12% | 139 |
|
2019
Q3 | $200K | Buy |
2,261
+76
| +3% | +$6.72K | 0.12% | 140 |
|
2019
Q2 | $183K | Hold |
2,185
| – | – | 0.11% | 146 |
|
2019
Q1 | $162K | Hold |
2,185
| – | – | 0.1% | 149 |
|
2018
Q4 | $141K | Buy |
2,185
+50
| +2% | +$3.23K | 0.1% | 148 |
|
2018
Q3 | $123K | Buy |
2,135
+192
| +10% | +$11.1K | 0.08% | 178 |
|
2018
Q2 | $95K | Buy |
1,943
+152
| +8% | +$7.43K | 0.07% | 199 |
|
2018
Q1 | $104K | Buy |
+1,791
| New | +$104K | 0.08% | 193 |
|