DWM
Diversify Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
11,369
-539
| -5% | -$50.3K | 0.07% | 258 |
|
|
2025
Q1 | $1.01M | Buy |
11,908
+7,830
| +192% | +$664K | 0.08% | 242 |
|
|
2024
Q4 | $376K | Buy |
4,078
+1,139
| +39% | +$105K | 0.03% | 397 |
|
|
2024
Q3 | $287K | Sell |
2,939
-805
| -22% | -$78.6K | 0.03% | 406 |
|
|
2024
Q2 | $277K | Buy |
+3,744
| New | +$277K | 0.03% | 369 |
|