Brown Shipley & Co’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Hold |
1,832
| – | – | 0.09% | 40 |
|
|
2025
Q1 | $180K | Sell |
1,832
-260
| -12% | -$25.5K | 0.1% | 37 |
|
|
2024
Q4 | $191K | Hold |
2,092
| – | – | 0.09% | 37 |
|
|
2024
Q3 | $204K | Sell |
2,092
-1,250
| -37% | -$122K | 0.1% | 37 |
|
|
2024
Q2 | $260K | Buy |
3,342
+22
| +0.7% | +$1.71K | 0.12% | 34 |
|
|
2024
Q1 | $304K | Sell |
3,320
-957
| -22% | -$87.6K | 0.1% | 50 |
|
|
2023
Q4 | $411K | Hold |
4,277
| – | – | 0.2% | 39 |
|
|
2023
Q3 | $390K | Hold |
4,277
| – | – | 0.22% | 44 |
|
|
2023
Q2 | $424K | Sell |
4,277
-28
| -0.7% | -$2.77K | 0.17% | 52 |
|
|
2023
Q1 | $448K | Buy |
+4,305
| New | +$448K | 0.29% | 39 |
|