Davies 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 | $619K | Sell |
6,757
-530
| -7% | -$48.6K | 0.48% | 44 |
|
|
2025
Q1 | $715K | Buy |
7,287
+503
| +7% | +$49.3K | 0.61% | 35 |
|
|
2024
Q4 | $619K | Sell |
6,784
-1,837
| -21% | -$168K | 0.53% | 39 |
|
|
2024
Q3 | $840K | Sell |
8,621
-454
| -5% | -$44.3K | 0.73% | 33 |
|
|
2024
Q2 | $706K | Sell |
9,075
-328
| -3% | -$25.5K | 0.66% | 35 |
|
|
2024
Q1 | $859K | Buy |
+9,403
| New | +$859K | 0.88% | 29 |
|