Plancorp LLC’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,130
| Closed | -$209K | – | 385 |
|
|
2025
Q1 | $209K | Sell |
2,130
-817
| -28% | -$80.1K | 0.01% | 340 |
|
|
2024
Q4 | $269K | Buy |
+2,947
| New | +$269K | 0.01% | 265 |
|
|
2024
Q2 | – | Sell |
-2,423
| Closed | -$221K | – | 301 |
|
|
2024
Q1 | $221K | Buy |
2,423
+187
| +8% | +$17.1K | 0.01% | 270 |
|
|
2023
Q4 | $215K | Buy |
+2,236
| New | +$215K | 0.01% | 261 |
|
|
2022
Q1 | – | Sell |
-2,424
| Closed | -$284K | – | 254 |
|
|
2021
Q4 | $284K | Buy |
2,424
+526
| +28% | +$61.6K | 0.02% | 204 |
|
|
2021
Q3 | $209K | Buy |
+1,898
| New | +$209K | 0.01% | 221 |
|