Bernard 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
$4.58K Sell
50
-21
-30% -$1.92K ﹤0.01% 237
2025
Q1
$6.97K Buy
71
+21
+42% +$2.06K ﹤0.01% 240
2024
Q4
$4.56K Buy
+50
New +$4.56K ﹤0.01% 239