Evergreen 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 | $1.62M | Sell |
17,668
-1,120
| -6% | -$103K | 0.05% | 291 |
|
|
2025
Q1 | $1.84M | Sell |
18,788
-62
| -0.3% | -$6.08K | 0.06% | 263 |
|
|
2024
Q4 | $1.72M | Sell |
18,850
-3,124
| -14% | -$285K | 0.06% | 273 |
|
|
2024
Q3 | $2.14M | Buy |
21,974
+3,113
| +17% | +$303K | 0.07% | 242 |
|
|
2024
Q2 | $1.47M | Sell |
18,861
-5,056
| -21% | -$394K | 0.05% | 268 |
|
|
2024
Q1 | $2.19M | Buy |
23,917
+562
| +2% | +$51.4K | 0.08% | 219 |
|
|
2023
Q4 | $2.24M | Buy |
23,355
+4,918
| +27% | +$472K | 0.09% | 218 |
|
|
2023
Q3 | $1.68M | Sell |
18,437
-386
| -2% | -$35.2K | 0.07% | 234 |
|
|
2023
Q2 | $1.86M | Buy |
18,823
+2,433
| +15% | +$241K | 0.08% | 221 |
|
|
2023
Q1 | $1.71M | Buy |
16,390
+1,478
| +10% | +$154K | 0.08% | 227 |
|
|
2022
Q4 | $1.48M | Buy |
14,912
+2,860
| +24% | +$284K | 0.07% | 243 |
|
|
2022
Q3 | $1.02M | Buy |
12,052
+2,290
| +23% | +$193K | 0.05% | 259 |
|
|
2022
Q2 | $745K | Sell |
9,762
-35,089
| -78% | -$2.68M | 0.04% | 282 |
|
|
2022
Q1 | $4.08M | Buy |
44,851
+6,282
| +16% | +$571K | 0.17% | 159 |
|
|
2021
Q4 | $4.51M | Buy |
38,569
+6,189
| +19% | +$724K | 0.18% | 147 |
|
|
2021
Q3 | $3.57M | Buy |
32,380
+3,745
| +13% | +$413K | 0.16% | 145 |
|
|
2021
Q2 | $3.2M | Buy |
28,635
+3,078
| +12% | +$344K | 0.15% | 151 |
|
|
2021
Q1 | $2.79M | Buy |
25,557
+1,878
| +8% | +$205K | 0.14% | 157 |
|
|
2020
Q4 | $2.53M | Sell |
23,679
-2,570
| -10% | -$275K | 0.15% | 146 |
|
|
2020
Q3 | $2.26M | Buy |
26,249
+1,333
| +5% | +$115K | 0.16% | 138 |
|
|
2020
Q2 | $1.83M | Sell |
24,916
-16,670
| -40% | -$1.23M | 0.14% | 146 |
|
|
2020
Q1 | $2.73M | Buy |
41,586
+34,928
| +525% | +$2.3M | 0.26% | 90 |
|
|
2019
Q4 | $585K | Sell |
6,658
-508
| -7% | -$44.6K | 0.05% | 221 |
|
|
2019
Q3 | $634K | Sell |
7,166
-2,959
| -29% | -$262K | 0.06% | 196 |
|
|
2019
Q2 | $849K | Buy |
10,125
+363
| +4% | +$30.4K | 0.08% | 175 |
|
|
2019
Q1 | $726K | Sell |
9,762
-159
| -2% | -$11.8K | 0.07% | 177 |
|
|
2018
Q4 | $639K | Sell |
9,921
-938
| -9% | -$60.4K | 0.07% | 188 |
|
|
2018
Q3 | $617K | Sell |
10,859
-12,780
| -54% | -$726K | 0.05% | 205 |
|
|
2018
Q2 | $1.16M | Buy |
23,639
+11,751
| +99% | +$574K | 0.11% | 138 |
|
|
2018
Q1 | $688K | Buy |
11,888
+1,491
| +14% | +$86.3K | 0.07% | 177 |
|
|
2017
Q4 | $597K | Sell |
10,397
-908
| -8% | -$52.1K | 0.06% | 166 |
|
|
2017
Q3 | $607K | Buy |
+11,305
| New | +$607K | 0.07% | 146 |
|
|
2013
Q4 | – | Sell |
-11,968
| Closed | -$461K | – | 107 |
|
|
2013
Q3 | $461K | Hold |
11,968
| – | – | 0.07% | 101 |
|
|
2013
Q2 | $392K | Buy |
+11,968
| New | +$392K | 0.06% | 104 |
|