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

Heritage Wealth Management (Ohio)’s Portfolio SBUX Stock Details SBUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$256K Hold
2,793
– – 0.08% 201
2025
Q1 		$274K Buy
2,793
+243
+10% +$23.8K 0.09% 194
2024
Q4 		$233K Hold
2,550
– – 0.08% 209
2024
Q3 		$249K Buy
+2,550
New +$249K 0.08% 203