Forum Financial 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 | $1.8M | Buy |
19,651
+1,204
| +7% | +$110K | 0.03% | 135 |
|
|
2025
Q1 | $1.81M | Buy |
18,447
+308
| +2% | +$30.2K | 0.03% | 128 |
|
|
2024
Q4 | $1.66M | Buy |
18,139
+11,038
| +155% | +$1.01M | 0.03% | 140 |
|
|
2024
Q3 | $692K | Sell |
7,101
-287
| -4% | -$28K | 0.01% | 249 |
|
|
2024
Q2 | $575K | Buy |
7,388
+21
| +0.3% | +$1.64K | 0.01% | 270 |
|
|
2024
Q1 | $673K | Buy |
7,367
+1,362
| +23% | +$124K | 0.01% | 253 |
|
|
2023
Q4 | $577K | Sell |
6,005
-683
| -10% | -$65.6K | 0.01% | 255 |
|
|
2023
Q3 | $610K | Buy |
6,688
+229
| +4% | +$20.9K | 0.01% | 237 |
|
|
2023
Q2 | $640K | Buy |
6,459
+1,757
| +37% | +$174K | 0.01% | 239 |
|
|
2023
Q1 | $490K | Buy |
4,702
+31
| +0.7% | +$3.23K | 0.01% | 268 |
|
|
2022
Q4 | $463K | Buy |
4,671
+37
| +0.8% | +$3.67K | 0.02% | 271 |
|
|
2022
Q3 | $390K | Buy |
4,634
+243
| +6% | +$20.5K | 0.02% | 277 |
|
|
2022
Q2 | $335K | Sell |
4,391
-1,889
| -30% | -$144K | 0.02% | 322 |
|
|
2022
Q1 | $571K | Sell |
6,280
-432
| -6% | -$39.3K | 0.03% | 216 |
|
|
2021
Q4 | $785K | Buy |
+6,712
| New | +$785K | 0.04% | 161 |
|