Berger Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Sell |
5,833
-64
| -1% | -$5.87K | 0.03% | 256 |
|
|
2025
Q1 | $578K | Sell |
5,897
-203
| -3% | -$19.9K | 0.04% | 245 |
|
|
2024
Q4 | $557K | Sell |
6,100
-229
| -4% | -$20.9K | 0.04% | 241 |
|
|
2024
Q3 | $617K | Sell |
6,329
-272
| -4% | -$26.5K | 0.04% | 209 |
|
|
2024
Q2 | $514K | Sell |
6,601
-90
| -1% | -$7.01K | 0.04% | 206 |
|
|
2024
Q1 | $611K | Buy |
6,691
+561
| +9% | +$51.3K | 0.05% | 185 |
|
|
2023
Q4 | $588K | Sell |
6,130
-39
| -0.6% | -$3.74K | 0.06% | 154 |
|
|
2023
Q3 | $563K | Sell |
6,169
-145
| -2% | -$13.2K | 0.06% | 146 |
|
|
2023
Q2 | $625K | Buy |
6,314
+199
| +3% | +$19.7K | 0.07% | 142 |
|
|
2023
Q1 | $637K | Buy |
6,115
+49
| +0.8% | +$5.1K | 0.08% | 136 |
|
|
2022
Q4 | $602K | Buy |
6,066
+241
| +4% | +$23.9K | 0.08% | 135 |
|
|
2022
Q3 | $491K | Buy |
5,825
+180
| +3% | +$15.2K | 0.07% | 138 |
|
|
2022
Q2 | $431K | Buy |
5,645
+132
| +2% | +$10.1K | 0.06% | 150 |
|
|
2022
Q1 | $502K | Sell |
5,513
-19
| -0.3% | -$1.73K | 0.06% | 146 |
|
|
2021
Q4 | $647K | Buy |
5,532
+678
| +14% | +$79.3K | 0.09% | 129 |
|
|
2021
Q3 | $535K | Buy |
4,854
+85
| +2% | +$9.37K | 0.1% | 112 |
|
|
2021
Q2 | $533K | Buy |
4,769
+54
| +1% | +$6.04K | 0.1% | 111 |
|
|
2021
Q1 | $515K | Buy |
4,715
+596
| +14% | +$65.1K | 0.11% | 107 |
|
|
2020
Q4 | $441K | Buy |
+4,119
| New | +$441K | 0.08% | 135 |
|