Greystone Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
+133,340
| New | +$12.2M | 2.01% | 21 |
|
|
2024
Q2 | – | Sell |
-76,670
| Closed | -$7.01M | – | 107 |
|
|
2024
Q1 | $7.01M | Buy |
76,670
+36,408
| +90% | +$3.33M | 1.4% | 32 |
|
|
2023
Q4 | $3.87M | Buy |
+40,262
| New | +$3.87M | 0.89% | 45 |
|
|
2022
Q1 | – | Sell |
-78,548
| Closed | -$9.19M | – | 93 |
|
|
2021
Q4 | $9.19M | Buy |
78,548
+18,364
| +31% | +$2.15M | 2.2% | 12 |
|
|
2021
Q3 | $6.64M | Sell |
60,184
-11,599
| -16% | -$1.28M | 1.97% | 12 |
|
|
2021
Q2 | $8.03M | Buy |
71,783
+469
| +0.7% | +$52.4K | 2% | 12 |
|
|
2021
Q1 | $8.1M | Sell |
71,314
-8,481
| -11% | -$963K | 2.04% | 11 |
|
|
2020
Q4 | $8.48M | Buy |
+79,795
| New | +$8.48M | 2.31% | 14 |
|