Peak Asset 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 | $237K | Hold |
2,581
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $253K | Hold |
2,581
| – | – | 0.05% | 127 |
|
|
2024
Q4 | $236K | Hold |
2,581
| – | – | 0.04% | 138 |
|
|
2024
Q3 | $252K | Hold |
2,581
| – | – | 0.05% | 132 |
|
|
2024
Q2 | $201K | Sell |
2,581
-182
| -7% | -$14.2K | 0.04% | 145 |
|
|
2024
Q1 | $253K | Sell |
2,763
-5
| -0.2% | -$457 | 0.05% | 128 |
|
|
2023
Q4 | $266K | Buy |
2,768
+5
| +0.2% | +$480 | 0.06% | 125 |
|
|
2023
Q3 | $252K | Hold |
2,763
| – | – | 0.06% | 121 |
|
|
2023
Q2 | $274K | Hold |
2,763
| – | – | 0.06% | 120 |
|
|
2023
Q1 | $288K | Buy |
2,763
+182
| +7% | +$19K | 0.07% | 119 |
|
|
2022
Q4 | $256K | Hold |
2,581
| – | – | 0.07% | 124 |
|
|
2022
Q3 | $217K | Buy |
+2,581
| New | +$217K | 0.06% | 126 |
|
|
2022
Q2 | – | Sell |
-2,581
| Closed | -$235K | – | 142 |
|
|
2022
Q1 | $235K | Hold |
2,581
| – | – | 0.05% | 126 |
|
|
2021
Q4 | $302K | Hold |
2,581
| – | – | 0.07% | 116 |
|
|
2021
Q3 | $285K | Sell |
2,581
-100
| -4% | -$11K | 0.07% | 117 |
|
|
2021
Q2 | $300K | Hold |
2,681
| – | – | 0.07% | 117 |
|
|
2021
Q1 | $293K | Hold |
2,681
| – | – | 0.07% | 125 |
|
|
2020
Q4 | $287K | Buy |
2,681
+239
| +10% | +$25.6K | 0.08% | 118 |
|
|
2020
Q3 | $210K | Buy |
+2,442
| New | +$210K | 0.06% | 126 |
|