IRON 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 | $295K | Buy |
3,222
+265
| +9% | +$24.3K | 0.15% | 85 |
|
|
2025
Q1 | $290K | Sell |
2,957
-6,200
| -68% | -$608K | 0.16% | 78 |
|
|
2024
Q4 | $836K | Buy |
9,157
+968
| +12% | +$88.3K | 0.47% | 40 |
|
|
2024
Q3 | $798K | Buy |
8,189
+182
| +2% | +$17.7K | 0.43% | 44 |
|
|
2024
Q2 | $623K | Buy |
8,007
+157
| +2% | +$12.2K | 0.35% | 53 |
|
|
2024
Q1 | $717K | Buy |
+7,850
| New | +$717K | 0.4% | 49 |
|
|
2022
Q1 | – | Sell |
-1,720
| Closed | -$201K | – | 126 |
|
|
2021
Q4 | $201K | Buy |
+1,720
| New | +$201K | 0.09% | 110 |
|
|
2021
Q2 | – | Sell |
-2,822
| Closed | -$308K | – | 110 |
|
|
2021
Q1 | $308K | Sell |
2,822
-565
| -17% | -$61.7K | 0.16% | 72 |
|
|
2020
Q4 | $362K | Sell |
3,387
-1,051
| -24% | -$112K | 0.18% | 61 |
|
|
2020
Q3 | $381K | Buy |
4,438
+1,441
| +48% | +$124K | 0.21% | 55 |
|
|
2020
Q2 | $221K | Sell |
2,997
-796
| -21% | -$58.7K | 0.11% | 98 |
|
|
2020
Q1 | $249K | Buy |
3,793
+404
| +12% | +$26.5K | 0.16% | 83 |
|
|
2019
Q4 | $298K | Buy |
3,389
+540
| +19% | +$47.5K | 0.14% | 88 |
|
|
2019
Q3 | $252K | Buy |
+2,849
| New | +$252K | 0.19% | 79 |
|