Slocum, Gordon & Co’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 |
-88
| Closed | -$8.63K | – | 139 |
|
2025
Q1 | $8.63K | Hold |
88
| – | – | 0.01% | 112 |
|
2024
Q4 | $8.03K | Hold |
88
| – | – | 0.01% | 112 |
|
2024
Q3 | $8.58K | Hold |
88
| – | – | ﹤0.01% | 112 |
|
2024
Q2 | $6.85K | Sell |
88
-118
| -57% | -$9.19K | 0.01% | 125 |
|
2024
Q1 | $18.8K | Hold |
206
| – | – | 0.01% | 104 |
|
2023
Q4 | $19.8K | Buy |
206
+118
| +134% | +$11.3K | 0.02% | 105 |
|
2023
Q3 | $8.03K | Buy |
+88
| New | +$8.03K | 0.01% | 132 |
|
2023
Q2 | – | Sell |
-97
| Closed | -$10.2K | – | 150 |
|
2023
Q1 | $10.2K | Buy |
97
+9
| +10% | +$946 | 0.01% | 107 |
|
2022
Q4 | $8.73K | Buy |
+88
| New | +$8.73K | 0.01% | 107 |
|