BKM 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
Q1 | – | Sell |
-10,926
| Closed | -$997K | – | 164 |
|
|
2024
Q4 | $997K | Sell |
10,926
-433
| -4% | -$39.5K | 0.41% | 63 |
|
|
2024
Q3 | $1.11M | Sell |
11,359
-62
| -0.5% | -$6.04K | 0.45% | 64 |
|
|
2024
Q2 | $889K | Buy |
11,421
+9,276
| +432% | +$722K | 0.43% | 72 |
|
|
2024
Q1 | $196K | Buy |
2,145
+1,575
| +276% | +$144K | 0.08% | 159 |
|
|
2023
Q4 | $54.7K | Buy |
+570
| New | +$54.7K | 0.02% | 251 |
|