Valley Brook Capital Group’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
2,508
+35
+1% +$3.21K 0.17% 100
2025
Q1
$243K Sell
2,473
-1,437
-37% -$141K 0.19% 100
2024
Q4
$357K Sell
3,910
-375
-9% -$34.2K 0.27% 83
2024
Q3
$418K Sell
4,285
-100
-2% -$9.75K 0.3% 76
2024
Q2
$341K Sell
4,385
-100
-2% -$7.79K 0.27% 85
2024
Q1
$410K Buy
4,485
+75
+2% +$6.85K 0.33% 73
2023
Q4
$423K Buy
4,410
+210
+5% +$20.2K 0.37% 66
2023
Q3
$383K Buy
4,200
+100
+2% +$9.13K 0.38% 64
2023
Q2
$406K Sell
4,100
-460
-10% -$45.6K 0.38% 69
2023
Q1
$475K Hold
4,560
0.44% 60
2022
Q4
$452K Hold
4,560
0.43% 62
2022
Q3
$384K Sell
4,560
-100
-2% -$8.42K 0.42% 65
2022
Q2
$355K Sell
4,660
-200
-4% -$15.2K 0.37% 75
2022
Q1
$442K Sell
4,860
-100
-2% -$9.1K 0.38% 68
2021
Q4
$580K Hold
4,960
0.5% 57
2021
Q3
$547K Hold
4,960
0.54% 57
2021
Q2
$554K Buy
4,960
+100
+2% +$11.2K 0.53% 57
2021
Q1
$531K Hold
4,860
0.48% 50
2020
Q4
$519K Buy
+4,860
New +$519K 0.51% 48