James J. Burns & Company’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $270K | Sell |
2,947
-68
| -2% | -$6.23K | 0.04% | 129 |
|
2025
Q1 | $296K | Buy |
3,015
+6
| +0.2% | +$589 | 0.05% | 117 |
|
2024
Q4 | $274K | Buy |
3,009
+71
| +2% | +$6.47K | 0.05% | 129 |
|
2024
Q3 | $286K | Buy |
+2,938
| New | +$286K | 0.05% | 114 |
|
2023
Q3 | – | Sell |
-2,162
| Closed | -$215K | – | 111 |
|
2023
Q2 | $215K | Buy |
2,162
+233
| +12% | +$23.2K | 0.05% | 104 |
|
2023
Q1 | $200K | Buy |
+1,929
| New | +$200K | 0.05% | 110 |
|