Modern 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 | $1.04M | Buy |
11,297
+1,437
| +15% | +$132K | 0.03% | 358 |
|
|
2025
Q1 | $967K | Buy |
9,860
+2,110
| +27% | +$207K | 0.03% | 307 |
|
|
2024
Q4 | $707K | Buy |
7,750
+1,876
| +32% | +$171K | 0.03% | 307 |
|
|
2024
Q3 | $573K | Buy |
5,874
+496
| +9% | +$48.4K | 0.04% | 237 |
|
|
2024
Q2 | $419K | Buy |
5,378
+433
| +9% | +$33.7K | 0.03% | 252 |
|
|
2024
Q1 | $452K | Buy |
+4,945
| New | +$452K | 0.04% | 180 |
|