Coyle Financial Counsel’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $208K | Sell |
2,270
-44
| -2% | -$4.03K | 0.06% | 89 |
|
2025
Q1 | $227K | Sell |
2,314
-567
| -20% | -$55.6K | 0.07% | 73 |
|
2024
Q4 | $263K | Buy |
+2,881
| New | +$263K | 0.08% | 68 |
|
2024
Q3 | – | Sell |
-2,563
| Closed | -$234K | – | 78 |
|
2024
Q2 | $234K | Hold |
2,563
| – | – | 0.08% | 60 |
|
2024
Q1 | $234K | Hold |
2,563
| – | – | 0.08% | 60 |
|
2023
Q4 | $246K | Hold |
2,563
| – | – | 0.09% | 59 |
|
2023
Q3 | $234K | Hold |
2,563
| – | – | 0.1% | 59 |
|
2023
Q2 | $254K | Hold |
2,563
| – | – | 0.11% | 56 |
|
2023
Q1 | $267K | Buy |
2,563
+200
| +8% | +$20.8K | 0.12% | 54 |
|
2022
Q4 | $234K | Buy |
+2,363
| New | +$234K | 0.11% | 55 |
|
2022
Q2 | – | Sell |
-2,563
| Closed | -$233K | – | 68 |
|
2022
Q1 | $233K | Sell |
2,563
-242
| -9% | -$22K | 0.12% | 64 |
|
2021
Q4 | $328K | Buy |
+2,805
| New | +$328K | 0.19% | 59 |
|
2018
Q3 | – | Sell |
-54
| Closed | -$3K | – | 246 |
|
2018
Q2 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 256 |
|