AWM
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Aegis Wealth Management’s Starbucks SBUX Stock Holding History

Aegis Wealth Management’s Portfolio SBUX Stock Details SBUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$330K Hold
3,365
– – 0.2% 82
2025
Q1 		$330K Hold
3,365
– – 0.19% 87
2024
Q4 		$307K Buy
+3,365
New +$307K 0.21% 81