Consilium Wealth Advisory’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,361
Closed -$1.01M 94
2024
Q3
$1.01M Sell
10,361
-69
-0.7% -$6.73K 0.55% 37
2024
Q2
$812K Buy
+10,430
New +$812K 0.44% 42
2022
Q1
Sell
-5,163
Closed -$604K 91
2021
Q4
$604K Buy
+5,163
New +$604K 0.39% 55