Evergreen Wealth Management’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,336
Closed -$1.67M 56
2024
Q4
$1.67M Buy
18,336
+20
+0.1% +$1.83K 0.99% 31
2024
Q3
$1.79M Buy
+18,316
New +$1.79M 1.07% 32