MDCM
Morgan Dempsey Capital Management’s Starbucks SBUX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.88M | Sell |
42,342
-587
| -1% | -$53.8K | 1.62% | 33 |
|
2025
Q1 | $4.21M | Sell |
42,929
-4,502
| -9% | -$442K | 1.75% | 33 |
|
2024
Q4 | $4.33M | Sell |
47,431
-4,197
| -8% | -$383K | 1.74% | 32 |
|
2024
Q3 | $5.03M | Buy |
51,628
+7,978
| +18% | +$778K | 1.73% | 32 |
|
2024
Q2 | $3.4M | Buy |
+43,650
| New | +$3.4M | 1.13% | 37 |
|
2022
Q4 | – | Sell |
-139
| Closed | -$12K | – | 153 |
|
2022
Q3 | $12K | Buy |
+139
| New | +$12K | ﹤0.01% | 87 |
|
2017
Q2 | – | Sell |
-88
| Closed | -$5K | – | 166 |
|
2017
Q1 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 154 |
|