Sargent Investment Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Sell |
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|
2025
Q1 | $810K | Buy |
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|
2024
Q4 | $623K | Sell |
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|
2024
Q3 | $772K | Buy |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $715K | Sell |
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|
2023
Q4 | $767K | Buy |
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|
2023
Q3 | $727K | Buy |
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|
2023
Q2 | $760K | Sell |
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|
2023
Q1 | $841K | Buy |
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|
2022
Q4 | $791K | Hold |
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|
2022
Q3 | $713K | Sell |
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|
2022
Q2 | $617K | Sell |
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|
2022
Q1 | $745K | Buy |
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|
2021
Q4 | $946K | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $726K | Buy |
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|
2020
Q2 | $463K | Hold |
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|
2020
Q1 | $411K | Buy |
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|
2019
Q4 | $509K | Buy |
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|
2019
Q3 | $503K | Sell |
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|
2019
Q2 | $493K | Buy |
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|
2019
Q1 | $431K | Hold |
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|
2018
Q4 | $374K | Buy |
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