Brown Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.65M | Buy |
18,032
+1,360
| +8% | +$125K | 0.65% | 56 |
|
2025
Q1 | $1.64M | Buy |
16,672
+1,176
| +8% | +$115K | 0.67% | 58 |
|
2024
Q4 | $1.41M | Sell |
15,496
-1,211
| -7% | -$111K | 0.57% | 55 |
|
2024
Q3 | $1.63M | Sell |
16,707
-958
| -5% | -$93.4K | 0.67% | 49 |
|
2024
Q2 | $1.38M | Buy |
+17,665
| New | +$1.38M | 0.61% | 58 |
|