Heritage Wealth Management (California)’s Starbucks SBUX Stock Holding History

Heritage Wealth Management (California)’s Portfolio SBUX Stock Details SBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Sell
2025 Q1	$394K	Buy
2024 Q4	$364K	Buy
2024 Q3	$354K	Sell
2024 Q2	$284K	Sell
2024 Q1	$335K	Buy
2023 Q4	$350K	Buy