Investment House LLC’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
11,010
-500
| -4% | -$45.8K | 0.05% | 139 |
|
|
2025
Q1 | $1.13M | Hold |
11,510
| – | – | 0.06% | 138 |
|
|
2024
Q4 | $1.05M | Sell |
11,510
-670
| -6% | -$61.1K | 0.06% | 131 |
|
|
2024
Q3 | $1.19M | Buy |
12,180
+340
| +3% | +$33.1K | 0.06% | 141 |
|
|
2024
Q2 | $922K | Buy |
11,840
+1,850
| +19% | +$144K | 0.05% | 133 |
|
|
2024
Q1 | $913K | Buy |
9,990
+1,458
| +17% | +$133K | 0.05% | 129 |
|
|
2023
Q4 | $819K | Buy |
8,532
+307
| +4% | +$29.5K | 0.06% | 127 |
|
|
2023
Q3 | $751K | Sell |
8,225
-25
| -0.3% | -$2.28K | 0.06% | 129 |
|
|
2023
Q2 | $817K | Sell |
8,250
-100
| -1% | -$9.91K | 0.06% | 127 |
|
|
2023
Q1 | $869K | Hold |
8,350
| – | – | 0.07% | 122 |
|
|
2022
Q4 | $828K | Buy |
8,350
+60
| +0.7% | +$5.95K | 0.08% | 106 |
|
|
2022
Q3 | $699K | Buy |
8,290
+20
| +0.2% | +$1.69K | 0.07% | 120 |
|
|
2022
Q2 | $632K | Hold |
8,270
| – | – | 0.06% | 118 |
|
|
2022
Q1 | $752K | Buy |
8,270
+400
| +5% | +$36.4K | 0.05% | 117 |
|
|
2021
Q4 | $921K | Hold |
7,870
| – | – | 0.06% | 116 |
|
|
2021
Q3 | $868K | Sell |
7,870
-5
| -0.1% | -$551 | 0.06% | 121 |
|
|
2021
Q2 | $880K | Sell |
7,875
-100
| -1% | -$11.2K | 0.06% | 126 |
|
|
2021
Q1 | $871K | Sell |
7,975
-2,675
| -25% | -$292K | 0.07% | 121 |
|
|
2020
Q4 | $1.14M | Hold |
10,650
| – | – | 0.08% | 119 |
|
|
2020
Q3 | $915K | Hold |
10,650
| – | – | 0.07% | 118 |
|
|
2020
Q2 | $784K | Buy |
10,650
+150
| +1% | +$11K | 0.07% | 118 |
|
|
2020
Q1 | $690K | Sell |
10,500
-600
| -5% | -$39.4K | 0.08% | 115 |
|
|
2019
Q4 | $976K | Sell |
11,100
-600
| -5% | -$52.8K | 0.09% | 122 |
|
|
2019
Q3 | $1.04M | Buy |
11,700
+175
| +2% | +$15.5K | 0.1% | 109 |
|
|
2019
Q2 | $966K | Buy |
11,525
+600
| +5% | +$50.3K | 0.1% | 104 |
|
|
2019
Q1 | $812K | Hold |
10,925
| – | – | 0.09% | 122 |
|
|
2018
Q4 | $704K | Hold |
10,925
| – | – | 0.09% | 114 |
|
|
2018
Q3 | $621K | Hold |
10,925
| – | – | 0.07% | 127 |
|
|
2018
Q2 | $534K | Hold |
10,925
| – | – | 0.06% | 133 |
|
|
2018
Q1 | $632K | Sell |
10,925
-100
| -0.9% | -$5.79K | 0.08% | 128 |
|
|
2017
Q4 | $633K | Hold |
11,025
| – | – | 0.08% | 127 |
|
|
2017
Q3 | $592K | Buy |
11,025
+250
| +2% | +$13.4K | 0.08% | 126 |
|
|
2017
Q2 | $628K | Buy |
10,775
+175
| +2% | +$10.2K | 0.08% | 128 |
|
|
2017
Q1 | $619K | Buy |
10,600
+600
| +6% | +$35K | 0.09% | 128 |
|
|
2016
Q4 | $555K | Buy |
10,000
+100
| +1% | +$5.55K | 0.08% | 125 |
|
|
2016
Q3 | $536K | Hold |
9,900
| – | – | 0.08% | 135 |
|
|
2016
Q2 | $565K | Hold |
9,900
| – | – | 0.09% | 129 |
|
|
2016
Q1 | $591K | Buy |
9,900
+200
| +2% | +$11.9K | 0.09% | 124 |
|
|
2015
Q4 | $582K | Buy |
9,700
+100
| +1% | +$6K | 0.09% | 119 |
|
|
2015
Q3 | $546K | Hold |
9,600
| – | – | 0.1% | 119 |
|
|
2015
Q2 | $514K | Sell |
9,600
-50
| -0.5% | -$2.68K | 0.08% | 127 |
|
|
2015
Q1 | $456K | Hold |
9,650
| – | – | 0.07% | 127 |
|
|
2014
Q4 | $396K | Buy |
9,650
+300
| +3% | +$12.3K | 0.06% | 133 |
|
|
2014
Q3 | $353K | Hold |
9,350
| – | – | 0.06% | 132 |
|
|
2014
Q2 | $362K | Buy |
9,350
+800
| +9% | +$31K | 0.06% | 128 |
|
|
2014
Q1 | $313K | Hold |
8,550
| – | – | 0.06% | 130 |
|
|
2013
Q4 | $335K | Hold |
8,550
| – | – | 0.06% | 127 |
|
|
2013
Q3 | $329K | Hold |
8,550
| – | – | 0.07% | 122 |
|
|
2013
Q2 | $280K | Buy |
+8,550
| New | +$280K | 0.06% | 124 |
|