Meridian Investment Counsel’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
3,921
-707
| -15% | -$64.8K | 0.1% | 165 |
|
|
2025
Q1 | $454K | Sell |
4,628
-150
| -3% | -$14.7K | 0.13% | 148 |
|
|
2024
Q4 | $436K | Sell |
4,778
-184
| -4% | -$16.8K | 0.13% | 145 |
|
|
2024
Q3 | $484K | Hold |
4,962
| – | – | 0.15% | 139 |
|
|
2024
Q2 | $386K | Buy |
4,962
+7
| +0.1% | +$545 | 0.12% | 155 |
|
|
2024
Q1 | $453K | Sell |
4,955
-171
| -3% | -$15.6K | 0.15% | 140 |
|
|
2023
Q4 | $492K | Sell |
5,126
-175
| -3% | -$16.8K | 0.17% | 132 |
|
|
2023
Q3 | $484K | Hold |
5,301
| – | – | 0.18% | 126 |
|
|
2023
Q2 | $525K | Hold |
5,301
| – | – | 0.19% | 118 |
|
|
2023
Q1 | $552K | Hold |
5,301
| – | – | 0.21% | 111 |
|
|
2022
Q4 | $526K | Buy |
+5,301
| New | +$526K | 0.21% | 111 |
|