Beese Fulmer Investment Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
5,180
+16
| +0.3% | +$1.47K | 0.04% | 187 |
|
|
2025
Q1 | $507K | Sell |
5,164
-275
| -5% | -$27K | 0.04% | 152 |
|
|
2024
Q4 | $496K | Hold |
5,439
| – | – | 0.04% | 148 |
|
|
2024
Q3 | $530K | Sell |
5,439
-11
| -0.2% | -$1.07K | 0.05% | 152 |
|
|
2024
Q2 | $424K | Sell |
5,450
-819
| -13% | -$63.8K | 0.04% | 157 |
|
|
2024
Q1 | $573K | Sell |
6,269
-823
| -12% | -$75.2K | 0.05% | 142 |
|
|
2023
Q4 | $681K | Hold |
7,092
| – | – | 0.07% | 131 |
|
|
2023
Q3 | $647K | Hold |
7,092
| – | – | 0.07% | 132 |
|
|
2023
Q2 | $703K | Sell |
7,092
-673
| -9% | -$66.7K | 0.08% | 136 |
|
|
2023
Q1 | $809K | Buy |
7,765
+5,319
| +217% | +$554K | 0.09% | 128 |
|
|
2022
Q4 | $243K | Buy |
+2,446
| New | +$243K | 0.03% | 194 |
|
|
2022
Q1 | – | Sell |
-2,003
| Closed | -$234K | – | 244 |
|
|
2021
Q4 | $234K | Buy |
2,003
+99
| +5% | +$11.6K | 0.02% | 216 |
|
|
2021
Q3 | $210K | Hold |
1,904
| – | – | 0.02% | 223 |
|
|
2021
Q2 | $213K | Buy |
1,904
+5
| +0.3% | +$559 | 0.02% | 210 |
|
|
2021
Q1 | $208K | Buy |
+1,899
| New | +$208K | 0.03% | 211 |
|
|
2020
Q3 | – | Sell |
-2,018
| Closed | -$149K | – | 475 |
|
|
2020
Q2 | $149K | Buy |
+2,018
| New | +$149K | 0.02% | 207 |
|