Aviso 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 | $755K | Sell |
8,239
-420
| -5% | -$38.5K | 0.35% | 70 |
|
|
2025
Q1 | $849K | Sell |
8,659
-1,623
| -16% | -$159K | 0.45% | 60 |
|
|
2024
Q4 | $938K | Sell |
10,282
-2,227
| -18% | -$203K | 0.48% | 56 |
|
|
2024
Q3 | $1.22M | Sell |
12,509
-7,987
| -39% | -$779K | 0.66% | 39 |
|
|
2024
Q2 | $1.6M | Sell |
20,496
-6,398
| -24% | -$498K | 0.95% | 23 |
|
|
2024
Q1 | $2.46M | Buy |
26,894
+9,181
| +52% | +$839K | 1.55% | 10 |
|
|
2023
Q4 | $1.7M | Buy |
+17,713
| New | +$1.7M | 1.23% | 18 |
|