Bourgeon Capital 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 | $451K | Sell |
4,927
-26
| -0.5% | -$2.38K | 0.09% | 75 |
|
|
2025
Q1 | $486K | Buy |
4,953
+19
| +0.4% | +$1.86K | 0.1% | 82 |
|
|
2024
Q4 | $450K | Hold |
4,934
| – | – | 0.08% | 94 |
|
|
2024
Q3 | $481K | Buy |
4,934
+898
| +22% | +$87.5K | 0.09% | 79 |
|
|
2024
Q2 | $314K | Buy |
4,036
+23
| +0.6% | +$1.79K | 0.06% | 92 |
|
|
2024
Q1 | $367K | Buy |
4,013
+4,008
| +80,160% | +$366K | 0.07% | 92 |
|
|
2023
Q4 | $481 | Hold |
5
| – | – | ﹤0.01% | 361 |
|
|
2023
Q3 | $457 | Buy |
+5
| New | +$457 | ﹤0.01% | 341 |
|