InceptionR’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $912K | Buy |
+9,954
| New | +$912K | 0.21% | 170 |
|
2024
Q4 | – | Sell |
-4,597
| Closed | -$448K | – | 843 |
|
2024
Q3 | $448K | Sell |
4,597
-10,886
| -70% | -$1.06M | 0.11% | 348 |
|
2024
Q2 | $1.21M | Buy |
+15,483
| New | +$1.21M | 0.34% | 78 |
|
2023
Q3 | – | Sell |
-5,653
| Closed | -$560K | – | 553 |
|
2023
Q2 | $560K | Buy |
5,653
+804
| +17% | +$79.6K | 0.3% | 119 |
|
2023
Q1 | $505K | Buy |
+4,849
| New | +$505K | 0.16% | 240 |
|