Lakeridge 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
Q2 | $400K | Buy |
4,367
+22
| +0.5% | +$2.02K | 0.18% | 97 |
|
|
2025
Q1 | $426K | Buy |
4,345
+93
| +2% | +$9.12K | 0.21% | 94 |
|
|
2024
Q4 | $388K | Buy |
4,252
+31
| +0.7% | +$2.83K | 0.2% | 93 |
|
|
2024
Q3 | $411K | Buy |
4,221
+32
| +0.8% | +$3.12K | 0.23% | 87 |
|
|
2024
Q2 | $326K | Sell |
4,189
-185
| -4% | -$14.4K | 0.2% | 101 |
|
|
2024
Q1 | $400K | Buy |
4,374
+20
| +0.5% | +$1.83K | 0.26% | 76 |
|
|
2023
Q4 | $418K | Buy |
+4,354
| New | +$418K | 0.3% | 67 |
|