Bennett Associates 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
$485K Buy
5,290
+878
+20% +$80.5K 0.37% 28
2025
Q1
$433K Sell
4,412
-844
-16% -$82.8K 0.36% 29
2024
Q4
$480K Sell
5,256
-706
-12% -$64.4K 0.4% 26
2024
Q3
$581K Buy
5,962
+916
+18% +$89.3K 0.48% 25
2024
Q2
$393K Buy
+5,046
New +$393K 0.35% 28