Caldwell Sutter Capital’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $554K | Sell |
6,044
-230
| -4% | -$21.1K | 0.25% | 105 |
|
2025
Q1 | $615K | Sell |
6,274
-314
| -5% | -$30.8K | 0.29% | 93 |
|
2024
Q4 | $601K | Buy |
6,588
+115
| +2% | +$10.5K | 0.28% | 99 |
|
2024
Q3 | $631K | Sell |
6,473
-326
| -5% | -$31.8K | 0.29% | 92 |
|
2024
Q2 | $529K | Sell |
6,799
-117
| -2% | -$9.11K | 0.26% | 105 |
|
2024
Q1 | $632K | Sell |
6,916
-322
| -4% | -$29.4K | 0.3% | 92 |
|
2023
Q4 | $695K | Sell |
7,238
-1,015
| -12% | -$97.4K | 0.35% | 83 |
|
2023
Q3 | $753K | Sell |
8,253
-926
| -10% | -$84.5K | 0.42% | 67 |
|
2023
Q2 | $909K | Buy |
9,179
+684
| +8% | +$67.8K | 0.48% | 60 |
|
2023
Q1 | $885K | Buy |
8,495
+498
| +6% | +$51.9K | 0.64% | 40 |
|
2022
Q4 | $793K | Buy |
+7,997
| New | +$793K | 0.7% | 41 |
|