Iron Horse Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
2,728
+74
| +3% | +$6.78K | 0.07% | 49 |
|
|
2025
Q1 | $260K | Buy |
2,654
+32
| +1% | +$3.14K | 0.08% | 42 |
|
|
2024
Q4 | $239K | Buy |
2,622
+4
| +0.2% | +$365 | 0.08% | 46 |
|
|
2024
Q3 | $255K | Sell |
2,618
-262
| -9% | -$25.5K | 0.09% | 39 |
|
|
2024
Q2 | $224K | Buy |
2,880
+888
| +45% | +$69.1K | 0.09% | 41 |
|
|
2024
Q1 | $182K | Sell |
1,992
-100
| -5% | -$9.14K | 0.07% | 43 |
|
|
2023
Q4 | $201K | Buy |
2,092
+395
| +23% | +$37.9K | 0.09% | 38 |
|
|
2023
Q3 | $155K | Buy |
1,697
+19
| +1% | +$1.73K | 0.08% | 40 |
|
|
2023
Q2 | $166K | Hold |
1,678
| – | – | 0.08% | 38 |
|
|
2023
Q1 | $175K | Sell |
1,678
-210
| -11% | -$21.9K | 0.09% | 37 |
|
|
2022
Q4 | $187K | Buy |
1,888
+1,230
| +187% | +$122K | 0.1% | 39 |
|
|
2022
Q3 | $55K | Sell |
658
-1,230
| -65% | -$103K | 0.08% | 42 |
|
|
2022
Q2 | $144K | Sell |
1,888
-155
| -8% | -$11.8K | 0.08% | 40 |
|
|
2022
Q1 | $186K | Buy |
2,043
+215
| +12% | +$19.6K | 0.1% | 37 |
|
|
2021
Q4 | $214K | Hold |
1,828
| – | – | 0.12% | 34 |
|
|
2021
Q3 | $202K | Buy |
1,828
+8
| +0.4% | +$884 | 0.13% | 33 |
|
|
2021
Q2 | $203K | Sell |
1,820
-24
| -1% | -$2.68K | 0.13% | 37 |
|
|
2021
Q1 | $201K | Hold |
1,844
| – | – | 0.15% | 36 |
|
|
2020
Q4 | $197K | Buy |
+1,844
| New | +$197K | 0.16% | 32 |
|