Heritage Wealth Management (California)’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
3,758
-255
| -6% | -$23.4K | 0.23% | 64 |
|
|
2025
Q1 | $394K | Buy |
4,013
+22
| +0.6% | +$2.16K | 0.3% | 56 |
|
|
2024
Q4 | $364K | Buy |
3,991
+355
| +10% | +$32.4K | 0.26% | 57 |
|
|
2024
Q3 | $354K | Sell |
3,636
-18
| -0.5% | -$1.76K | 0.25% | 52 |
|
|
2024
Q2 | $284K | Sell |
3,654
-17
| -0.5% | -$1.32K | 0.21% | 55 |
|
|
2024
Q1 | $335K | Buy |
3,671
+23
| +0.6% | +$2.1K | 0.25% | 52 |
|
|
2023
Q4 | $350K | Buy |
+3,648
| New | +$350K | 0.28% | 51 |
|