LAM
Lynch Asset Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Hold |
18,850
| – | – | 0.61% | 38 |
|
|
2025
Q1 | $1.85M | Hold |
18,850
| – | – | 0.83% | 32 |
|
|
2024
Q4 | $1.72M | Buy |
18,850
+650
| +4% | +$59.3K | 0.7% | 33 |
|
|
2024
Q3 | $1.77M | Hold |
18,200
| – | – | 0.75% | 32 |
|
|
2024
Q2 | $1.42M | Buy |
18,200
+7,200
| +65% | +$561K | 0.6% | 34 |
|
|
2024
Q1 | $1.01M | Buy |
11,000
+700
| +7% | +$64K | 0.47% | 38 |
|
|
2023
Q4 | $989K | Buy |
10,300
+300
| +3% | +$28.8K | 0.57% | 39 |
|
|
2023
Q3 | $913K | Sell |
10,000
-1,000
| -9% | -$91.3K | 0.6% | 35 |
|
|
2023
Q2 | $1.09M | Hold |
11,000
| – | – | 0.7% | 34 |
|
|
2023
Q1 | $1.15M | Buy |
11,000
+1,200
| +12% | +$125K | 0.82% | 34 |
|
|
2022
Q4 | $972K | Sell |
9,800
-2,800
| -22% | -$278K | 0.84% | 34 |
|
|
2022
Q3 | $1.06M | Buy |
12,600
+50
| +0.4% | +$4.21K | 0.95% | 30 |
|
|
2022
Q2 | $959K | Buy |
12,550
+750
| +6% | +$57.3K | 0.78% | 31 |
|
|
2022
Q1 | $1.07M | Hold |
11,800
| – | – | 0.77% | 30 |
|
|
2021
Q4 | $1.38M | Buy |
+11,800
| New | +$1.38M | 0.96% | 29 |
|