Zhang 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 | $264K | Buy |
2,881
+12
| +0.4% | +$1.1K | 0.01% | 256 |
|
|
2025
Q1 | $281K | Sell |
2,869
-247
| -8% | -$24.2K | 0.01% | 251 |
|
|
2024
Q4 | $284K | Buy |
3,116
+170
| +6% | +$15.5K | 0.02% | 242 |
|
|
2024
Q3 | $287K | Buy |
2,946
+55
| +2% | +$5.36K | 0.02% | 233 |
|
|
2024
Q2 | $225K | Sell |
2,891
-881
| -23% | -$68.6K | 0.02% | 246 |
|
|
2024
Q1 | $345K | Hold |
3,772
| – | – | 0.03% | 213 |
|
|
2023
Q4 | $362K | Sell |
3,772
-58
| -2% | -$5.57K | 0.03% | 206 |
|
|
2023
Q3 | $350K | Hold |
3,830
| – | – | 0.04% | 190 |
|
|
2023
Q2 | $379K | Sell |
3,830
-402
| -9% | -$39.8K | 0.04% | 184 |
|
|
2023
Q1 | $441K | Buy |
4,232
+5
| +0.1% | +$521 | 0.05% | 164 |
|
|
2022
Q4 | $419K | Sell |
4,227
-316
| -7% | -$31.3K | 0.05% | 158 |
|
|
2022
Q3 | $383K | Buy |
4,543
+389
| +9% | +$32.8K | 0.06% | 152 |
|
|
2022
Q2 | $317K | Sell |
4,154
-306
| -7% | -$23.4K | 0.05% | 176 |
|
|
2022
Q1 | $406K | Sell |
4,460
-1,944
| -30% | -$177K | 0.07% | 156 |
|
|
2021
Q4 | $749K | Buy |
6,404
+106
| +2% | +$12.4K | 0.13% | 94 |
|
|
2021
Q3 | $694K | Buy |
6,298
+2,464
| +64% | +$272K | 0.16% | 73 |
|
|
2021
Q2 | $429K | Hold |
3,834
| – | – | 0.11% | 84 |
|
|
2021
Q1 | $419K | Buy |
3,834
+1,030
| +37% | +$113K | 0.11% | 81 |
|
|
2020
Q4 | $300K | Sell |
2,804
-403
| -13% | -$43.1K | 0.09% | 86 |
|
|
2020
Q3 | $276K | Sell |
3,207
-133
| -4% | -$11.4K | 0.1% | 80 |
|
|
2020
Q2 | $246K | Hold |
3,340
| – | – | 0.09% | 79 |
|
|
2020
Q1 | $220K | Hold |
3,340
| – | – | 0.1% | 82 |
|
|
2019
Q4 | $294K | Hold |
3,340
| – | – | 0.11% | 79 |
|
|
2019
Q3 | $295K | Buy |
3,340
+807
| +32% | +$71.3K | 0.12% | 72 |
|
|
2019
Q2 | $212K | Buy |
+2,533
| New | +$212K | 0.09% | 83 |
|