Menard Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,214
| Closed | -$432K | – | 103 |
|
|
2025
Q1 | $432K | Buy |
5,214
+4,263
| +448% | +$353K | 0.28% | 64 |
|
|
2024
Q4 | $86.8K | Buy |
+951
| New | +$86.8K | 0.05% | 161 |
|
|
2022
Q2 | – | Sell |
-5,228
| Closed | -$476K | – | 119 |
|
|
2022
Q1 | $476K | Buy |
5,228
+332
| +7% | +$30.2K | 0.47% | 67 |
|
|
2021
Q4 | $573K | Sell |
4,896
-884
| -15% | -$103K | 0.47% | 55 |
|
|
2021
Q3 | $638K | Sell |
5,780
-1,195
| -17% | -$132K | 0.56% | 43 |
|
|
2021
Q2 | $780K | Buy |
6,975
+581
| +9% | +$65K | 0.74% | 33 |
|
|
2021
Q1 | $699K | Buy |
6,394
+294
| +5% | +$32.1K | 0.75% | 31 |
|
|
2020
Q4 | $653K | Buy |
6,100
+176
| +3% | +$18.8K | 0.7% | 37 |
|
|
2020
Q3 | $509K | Buy |
5,924
+385
| +7% | +$33.1K | 0.59% | 43 |
|
|
2020
Q2 | $408K | Buy |
+5,539
| New | +$408K | 0.51% | 43 |
|