Burling Wealth Partners’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$611K Sell
6,670
-560
-8% -$51.3K 0.11% 117
2025
Q1
$709K Sell
7,230
-1,000
-12% -$98.1K 0.15% 105
2024
Q4
$751K Buy
+8,230
New +$751K 0.15% 106