Vest Financial’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.01M | Buy |
21,985
+6,196
| +39% | +$568K | 0.03% | 277 |
|
2025
Q1 | $1.55M | Buy |
15,789
+6,689
| +74% | +$656K | 0.02% | 276 |
|
2024
Q4 | $830K | Buy |
9,100
+1,716
| +23% | +$157K | 0.01% | 242 |
|
2024
Q3 | $720K | Buy |
+7,384
| New | +$720K | 0.01% | 239 |
|
2024
Q2 | – | Sell |
-2,539
| Closed | -$232K | – | 261 |
|
2024
Q1 | $232K | Buy |
+2,539
| New | +$232K | 0.01% | 254 |
|