OIM
Orca Investment Management’s Starbucks SBUX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $644K | Buy |
7,032
+24
| +0.3% | +$2.2K | 0.58% | 41 |
|
2025
Q1 | $687K | Sell |
7,008
-162
| -2% | -$15.9K | 0.69% | 36 |
|
2024
Q4 | $654K | Sell |
7,170
-174
| -2% | -$15.9K | 0.62% | 37 |
|
2024
Q3 | $716K | Buy |
7,344
+451
| +7% | +$44K | 0.65% | 36 |
|
2024
Q2 | $537K | Sell |
6,893
-313
| -4% | -$24.4K | 0.51% | 42 |
|
2024
Q1 | $659K | Sell |
7,206
-288
| -4% | -$26.3K | 0.62% | 38 |
|
2023
Q4 | $719K | Buy |
7,494
+466
| +7% | +$44.7K | 0.69% | 38 |
|
2023
Q3 | $641K | Buy |
7,028
+597
| +9% | +$54.5K | 0.71% | 40 |
|
2023
Q2 | $637K | Sell |
6,431
-155
| -2% | -$15.4K | 0.69% | 39 |
|
2023
Q1 | $686K | Sell |
6,586
-55
| -0.8% | -$5.73K | 0.84% | 36 |
|
2022
Q4 | $659K | Sell |
6,641
-16
| -0.2% | -$1.59K | 0.84% | 36 |
|
2022
Q3 | $561K | Sell |
6,657
-460
| -6% | -$38.8K | 0.73% | 38 |
|
2022
Q2 | $544K | Sell |
7,117
-163
| -2% | -$12.5K | 0.5% | 43 |
|
2022
Q1 | $662K | Sell |
7,280
-173
| -2% | -$15.7K | 0.54% | 40 |
|
2021
Q4 | $872K | Sell |
7,453
-200
| -3% | -$23.4K | 0.72% | 37 |
|
2021
Q3 | $844K | Sell |
7,653
-549
| -7% | -$60.5K | 0.74% | 39 |
|
2021
Q2 | $917K | Buy |
8,202
+790
| +11% | +$88.3K | 0.83% | 39 |
|
2021
Q1 | $810K | Sell |
7,412
-54
| -0.7% | -$5.9K | 0.84% | 36 |
|
2020
Q4 | $799K | Buy |
+7,466
| New | +$799K | 0.84% | 36 |
|
2019
Q3 | $752K | Sell |
8,505
-281
| -3% | -$24.8K | 0.89% | 35 |
|
2019
Q2 | $737K | Buy |
+8,786
| New | +$737K | 0.82% | 42 |
|