M3 Advisory Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
2,837
-164
| -5% | -$15K | 0.18% | 106 |
|
|
2025
Q1 | $294K | Sell |
3,001
-10
| -0.3% | -$981 | 0.23% | 94 |
|
|
2024
Q4 | $275K | Sell |
3,011
-11
| -0.4% | -$1K | 0.2% | 106 |
|
|
2024
Q3 | $295K | Sell |
3,022
-654
| -18% | -$63.7K | 0.22% | 106 |
|
|
2024
Q2 | $286K | Sell |
3,676
-732
| -17% | -$57K | 0.24% | 103 |
|
|
2024
Q1 | $403K | Sell |
4,408
-160
| -4% | -$14.6K | 0.37% | 64 |
|
|
2023
Q4 | $439K | Buy |
+4,568
| New | +$439K | 0.51% | 43 |
|