Hixon Zuercher’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.58M | Buy |
28,167
+252
| +0.9% | +$23.1K | 0.83% | 45 |
|
2025
Q1 | $2.74M | Buy |
27,915
+2,704
| +11% | +$265K | 0.97% | 37 |
|
2024
Q4 | $2.3M | Sell |
25,211
-1,411
| -5% | -$129K | 0.89% | 44 |
|
2024
Q3 | $2.6M | Sell |
26,622
-43,754
| -62% | -$4.27M | 1.02% | 37 |
|
2024
Q2 | $5.48M | Buy |
70,376
+8,627
| +14% | +$672K | 2.31% | 17 |
|
2024
Q1 | $5.64M | Sell |
61,749
-2,675
| -4% | -$244K | 2.39% | 16 |
|
2023
Q4 | $6.19M | Buy |
64,424
+333
| +0.5% | +$32K | 2.87% | 11 |
|
2023
Q3 | $5.85M | Buy |
64,091
+3,266
| +5% | +$298K | 3.07% | 12 |
|
2023
Q2 | $6.03M | Buy |
60,825
+6,734
| +12% | +$667K | 3.03% | 13 |
|
2023
Q1 | $5.63M | Buy |
54,091
+9,280
| +21% | +$966K | 3.34% | 11 |
|
2022
Q4 | $4.45M | Sell |
44,811
-393
| -0.9% | -$39K | 2.74% | 16 |
|
2022
Q3 | $3.81M | Buy |
45,204
+1,876
| +4% | +$158K | 2.43% | 18 |
|
2022
Q2 | $3.31M | Buy |
43,328
+4,609
| +12% | +$352K | 2.14% | 20 |
|
2022
Q1 | $3.52M | Buy |
38,719
+4,421
| +13% | +$402K | 1.89% | 22 |
|
2021
Q4 | $4.01M | Buy |
34,298
+1,689
| +5% | +$198K | 2.01% | 21 |
|
2021
Q3 | $3.6M | Buy |
32,609
+945
| +3% | +$104K | 2.1% | 20 |
|
2021
Q2 | $3.54M | Buy |
31,664
+2,099
| +7% | +$235K | 2.13% | 20 |
|
2021
Q1 | $3.23M | Buy |
29,565
+11,467
| +63% | +$1.25M | 2.14% | 22 |
|
2020
Q4 | $1.94M | Buy |
18,098
+536
| +3% | +$57.3K | 1.35% | 27 |
|
2020
Q3 | $1.51M | Buy |
17,562
+1,091
| +7% | +$93.7K | 1.16% | 29 |
|
2020
Q2 | $1.21M | Buy |
+16,471
| New | +$1.21M | 1.04% | 32 |
|
2020
Q1 | – | Sell |
-33,605
| Closed | -$2.96M | – | 53 |
|
2019
Q4 | $2.96M | Buy |
+33,605
| New | +$2.96M | 2.81% | 16 |
|