Mendel Money 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 | $521K | Sell |
5,682
-1,324
| -19% | -$121K | 0.23% | 99 |
|
|
2025
Q1 | $687K | Buy |
7,006
+57
| +0.8% | +$5.59K | 0.33% | 81 |
|
|
2024
Q4 | $634K | Sell |
6,949
-125
| -2% | -$11.4K | 0.28% | 80 |
|
|
2024
Q3 | $690K | Sell |
7,074
-146
| -2% | -$14.2K | 0.3% | 79 |
|
|
2024
Q2 | $562K | Sell |
7,220
-782
| -10% | -$60.9K | 0.26% | 81 |
|
|
2024
Q1 | $731K | Buy |
8,002
+748
| +10% | +$68.4K | 0.34% | 69 |
|
|
2023
Q4 | $696K | Buy |
7,254
+420
| +6% | +$40.3K | 0.33% | 69 |
|
|
2023
Q3 | $624K | Hold |
6,834
| – | – | 0.33% | 65 |
|
|
2023
Q2 | $677K | Sell |
6,834
-46
| -0.7% | -$4.56K | 0.35% | 60 |
|
|
2023
Q1 | $716K | Buy |
6,880
+93
| +1% | +$9.69K | 0.39% | 57 |
|
|
2022
Q4 | $673K | Buy |
6,787
+13
| +0.2% | +$1.29K | 0.38% | 59 |
|
|
2022
Q3 | $571K | Sell |
6,774
-250
| -4% | -$21.1K | 0.36% | 59 |
|
|
2022
Q2 | $537K | Sell |
7,024
-48
| -0.7% | -$3.67K | 0.32% | 60 |
|
|
2022
Q1 | $643K | Buy |
7,072
+2,973
| +73% | +$270K | 0.31% | 64 |
|
|
2021
Q4 | $479K | Sell |
4,099
-45
| -1% | -$5.26K | 0.28% | 48 |
|
|
2021
Q3 | $457K | Hold |
4,144
| – | – | 0.29% | 47 |
|
|
2021
Q2 | $463K | Hold |
4,144
| – | – | 0.29% | 46 |
|
|
2021
Q1 | $453K | Hold |
4,144
| – | – | 0.3% | 46 |
|
|
2020
Q4 | $443K | Hold |
4,144
| – | – | 0.31% | 46 |
|
|
2020
Q3 | $356K | Hold |
4,144
| – | – | 0.28% | 46 |
|
|
2020
Q2 | $305K | Buy |
+4,144
| New | +$305K | 0.27% | 46 |
|
|
2019
Q4 | $404K | Hold |
4,594
| – | – | 0.35% | 40 |
|
|
2019
Q3 | $406K | Hold |
4,594
| – | – | 0.38% | 39 |
|
|
2019
Q2 | $385K | Buy |
+4,594
| New | +$385K | 0.37% | 38 |
|
|
2018
Q3 | $261K | Buy |
+4,594
| New | +$261K | 0.25% | 42 |
|
|
2017
Q4 | $297K | Buy |
+5,179
| New | +$297K | 0.29% | 44 |
|
|
2015
Q2 | $274K | Hold |
5,104
| – | – | 0.26% | 46 |
|
|
2015
Q1 | $242K | Hold |
5,104
| – | – | 0.22% | 48 |
|
|
2014
Q4 | $209K | Buy |
+5,104
| New | +$209K | 0.2% | 50 |
|