Fiduciary Alliance’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $209K | Buy |
+2,276
| New | +$209K | 0.02% | 455 |
|
2023
Q3 | – | Sell |
-887
| Closed | -$87.9K | – | 789 |
|
2023
Q2 | $87.9K | Buy |
+887
| New | +$87.9K | 0.02% | 232 |
|
2023
Q1 | – | Sell |
-791
| Closed | -$78.4K | – | 721 |
|
2022
Q4 | $78.4K | Buy |
+791
| New | +$78.4K | 0.02% | 184 |
|