Fulcrum Equity 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 | $333K | Sell |
3,636
-24
| -0.7% | -$2.2K | 0.34% | 66 |
|
|
2025
Q1 | $359K | Hold |
3,660
| – | – | 0.39% | 60 |
|
|
2024
Q4 | $334K | Sell |
3,660
-459
| -11% | -$41.9K | 0.33% | 73 |
|
|
2024
Q3 | $402K | Buy |
4,119
+1,151
| +39% | +$112K | 0.34% | 93 |
|
|
2024
Q2 | $231K | Buy |
2,968
+259
| +10% | +$20.2K | 0.21% | 122 |
|
|
2024
Q1 | $248K | Buy |
+2,709
| New | +$248K | 0.29% | 99 |
|