Milestone Asset 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 | – | Sell |
-4,139
| Closed | -$406K | – | 236 |
|
|
2025
Q1 | $406K | Buy |
4,139
+101
| +3% | +$9.91K | 0.09% | 157 |
|
|
2024
Q4 | $369K | Sell |
4,038
-391
| -9% | -$35.7K | 0.08% | 186 |
|
|
2024
Q3 | $432K | Buy |
4,429
+816
| +23% | +$79.6K | 0.1% | 146 |
|
|
2024
Q2 | $281K | Buy |
3,613
+865
| +31% | +$67.4K | 0.07% | 166 |
|
|
2024
Q1 | $251K | Buy |
+2,748
| New | +$251K | 0.07% | 152 |
|