Copperleaf 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 | $1.29M | Sell |
14,127
-25
| -0.2% | -$2.29K | 0.66% | 44 |
|
|
2025
Q1 | $1.39M | Sell |
14,152
-4,091
| -22% | -$401K | 0.83% | 34 |
|
|
2024
Q4 | $1.66M | Buy |
18,243
+8,709
| +91% | +$795K | 1.05% | 30 |
|
|
2024
Q3 | $929K | Sell |
9,534
-153
| -2% | -$14.9K | 0.71% | 43 |
|
|
2024
Q2 | $754K | Buy |
9,687
+3,952
| +69% | +$308K | 0.6% | 51 |
|
|
2024
Q1 | $524K | Buy |
5,735
+704
| +14% | +$64.3K | 0.45% | 64 |
|
|
2023
Q4 | $483K | Buy |
+5,031
| New | +$483K | 0.49% | 56 |
|
|
2023
Q3 | – | Sell |
-3,490
| Closed | -$346K | – | 86 |
|
|
2023
Q2 | $346K | Buy |
3,490
+257
| +8% | +$25.5K | 0.32% | 61 |
|
|
2023
Q1 | $337K | Buy |
3,233
+525
| +19% | +$54.7K | 0.33% | 58 |
|
|
2022
Q4 | $269K | Sell |
2,708
-560
| -17% | -$55.6K | 0.31% | 57 |
|
|
2022
Q3 | $275K | Buy |
3,268
+262
| +9% | +$22K | 0.3% | 61 |
|
|
2022
Q2 | $230K | Buy |
3,006
+133
| +5% | +$10.2K | 0.23% | 58 |
|
|
2022
Q1 | $261K | Buy |
2,873
+130
| +5% | +$11.8K | 0.23% | 56 |
|
|
2021
Q4 | $321K | Buy |
2,743
+455
| +20% | +$53.2K | 0.28% | 56 |
|
|
2021
Q3 | $252K | Sell |
2,288
-99
| -4% | -$10.9K | 0.24% | 54 |
|
|
2021
Q2 | $267K | Buy |
2,387
+99
| +4% | +$11.1K | 0.26% | 53 |
|
|
2021
Q1 | $250K | Hold |
2,288
| – | – | 0.27% | 52 |
|
|
2020
Q4 | $245K | Buy |
+2,288
| New | +$245K | 0.21% | 47 |
|
|
2020
Q1 | – | Sell |
-2,559
| Closed | -$225K | – | 52 |
|
|
2019
Q4 | $225K | Buy |
+2,559
| New | +$225K | 0.23% | 46 |
|