Allen Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Sell |
9,781
-1,402
| -13% | -$128K | 0.63% | 31 |
|
|
2025
Q1 | $1.1M | Sell |
11,183
-300
| -3% | -$29.4K | 0.76% | 29 |
|
|
2024
Q4 | $1.05M | Sell |
11,483
-136
| -1% | -$12.4K | 0.75% | 28 |
|
|
2024
Q3 | $1.13M | Sell |
11,619
-345
| -3% | -$33.6K | 0.79% | 28 |
|
|
2024
Q2 | $931K | Sell |
11,964
-500
| -4% | -$38.9K | 0.83% | 29 |
|
|
2024
Q1 | $1.14M | Sell |
12,464
-484
| -4% | -$44.2K | 1% | 26 |
|
|
2023
Q4 | $1.24M | Buy |
+12,948
| New | +$1.24M | 1.22% | 23 |
|