Lantern Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Buy |
+9,450
| New | +$866K | 0.52% | 56 |
|
|
2024
Q4 | $980K | Sell |
10,742
-8
| -0.1% | -$730 | 0.64% | 43 |
|
|
2024
Q3 | $1.05M | Sell |
10,750
-1,150
| -10% | -$112K | 0.73% | 39 |
|
|
2024
Q2 | $926K | Sell |
11,900
-353
| -3% | -$27.5K | 0.67% | 42 |
|
|
2024
Q1 | $1.12M | Buy |
12,253
+3
| +0% | +$274 | 0.79% | 36 |
|
|
2023
Q4 | $1.18M | Buy |
+12,250
| New | +$1.18M | 0.92% | 28 |
|