Gries Financial’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.52M | Sell |
16,607
-2,117
| -11% | -$194K | 0.28% | 89 |
|
2025
Q1 | $1.84M | Sell |
18,724
-1,554
| -8% | -$152K | 0.36% | 61 |
|
2024
Q4 | $1.85M | Sell |
20,278
-699
| -3% | -$63.8K | 0.33% | 68 |
|
2024
Q3 | $2.05M | Sell |
20,977
-2,471
| -11% | -$241K | 0.38% | 64 |
|
2024
Q2 | $1.83M | Buy |
+23,448
| New | +$1.83M | 0.38% | 71 |
|
2024
Q1 | – | Sell |
-2,762
| Closed | -$265K | – | 283 |
|
2023
Q4 | $265K | Buy |
+2,762
| New | +$265K | 0.06% | 175 |
|
2022
Q1 | – | Sell |
-1,817
| Closed | -$213K | – | 161 |
|
2021
Q4 | $213K | Sell |
1,817
-113
| -6% | -$13.2K | 0.09% | 151 |
|
2021
Q3 | $213K | Sell |
1,930
-75
| -4% | -$8.28K | 0.07% | 153 |
|
2021
Q2 | $237K | Sell |
2,005
-22
| -1% | -$2.6K | 0.08% | 153 |
|
2021
Q1 | $224K | Buy |
+2,027
| New | +$224K | 0.07% | 159 |
|