Cyndeo 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 | $768K | Sell |
8,380
-1,236
| -13% | -$113K | 0.05% | 259 |
|
|
2025
Q1 | $943K | Sell |
9,616
-2,970
| -24% | -$291K | 0.06% | 220 |
|
|
2024
Q4 | $1.15M | Buy |
12,586
+1,023
| +9% | +$93.3K | 0.08% | 204 |
|
|
2024
Q3 | $1.13M | Sell |
11,563
-49,840
| -81% | -$4.86M | 0.08% | 205 |
|
|
2024
Q2 | $4.78M | Buy |
61,403
+7,405
| +14% | +$576K | 0.37% | 81 |
|
|
2024
Q1 | $4.93M | Buy |
53,998
+952
| +2% | +$87K | 0.41% | 79 |
|
|
2023
Q4 | $5.09M | Buy |
53,046
+10,854
| +26% | +$1.04M | 0.47% | 64 |
|
|
2023
Q3 | $3.85M | Sell |
42,192
-26,491
| -39% | -$2.42M | 0.4% | 84 |
|
|
2023
Q2 | $6.8M | Buy |
68,683
+11,776
| +21% | +$1.17M | 0.71% | 45 |
|
|
2023
Q1 | $5.93M | Buy |
56,907
+26,517
| +87% | +$2.76M | 0.64% | 46 |
|
|
2022
Q4 | $3.01M | Buy |
+30,390
| New | +$3.01M | 0.35% | 94 |
|