Intelligent Financial Strategies’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3K | Hold |
254
| – | – | 0.01% | 73 |
|
|
2025
Q1 | $24.9K | Hold |
254
| – | – | 0.01% | 70 |
|
|
2024
Q4 | $23.2K | Hold |
254
| – | – | 0.01% | 70 |
|
|
2024
Q3 | $24.8K | Sell |
254
-4
| -2% | -$390 | 0.01% | 75 |
|
|
2024
Q2 | $20.1K | Sell |
258
-2
| -0.8% | -$156 | 0.01% | 75 |
|
|
2024
Q1 | $23.8K | Hold |
260
| – | – | 0.01% | 79 |
|
|
2023
Q4 | $25K | Sell |
260
-200
| -43% | -$19.2K | 0.02% | 69 |
|
|
2023
Q3 | $42K | Hold |
460
| – | – | 0.03% | 63 |
|
|
2023
Q2 | $45.6K | Hold |
460
| – | – | 0.03% | 64 |
|
|
2023
Q1 | $47.9K | Hold |
460
| – | – | 0.04% | 63 |
|
|
2022
Q4 | $45.6K | Hold |
460
| – | – | 0.04% | 68 |
|
|
2022
Q3 | $39K | Hold |
460
| – | – | 0.04% | 65 |
|
|
2022
Q2 | $35K | Sell |
460
-3,337
| -88% | -$254K | 0.04% | 70 |
|
|
2022
Q1 | $345K | Sell |
3,797
-312
| -8% | -$28.3K | 0.34% | 38 |
|
|
2021
Q4 | $481K | Buy |
+4,109
| New | +$481K | 0.43% | 38 |
|