MorganRosel 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 | $102K | Buy |
1,110
+500
| +82% | +$45.8K | 0.03% | 140 |
|
|
2025
Q1 | $59.8K | Buy |
+610
| New | +$59.8K | 0.02% | 157 |
|
|
2020
Q3 | – | Sell |
-6,874
| Closed | -$506K | – | 79 |
|
|
2020
Q2 | $506K | Sell |
6,874
-22
| -0.3% | -$1.62K | 0.47% | 46 |
|
|
2020
Q1 | $453K | Sell |
6,896
-284
| -4% | -$18.7K | 0.52% | 45 |
|
|
2019
Q4 | $631K | Sell |
7,180
-127
| -2% | -$11.2K | 0.48% | 46 |
|
|
2019
Q3 | $646K | Buy |
+7,307
| New | +$646K | 0.53% | 46 |
|