Morton Brown Family Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.6K | Buy |
542
+1
| +0.2% | +$92 | 0.02% | 108 |
|
|
2025
Q1 | $53K | Buy |
541
+36
| +7% | +$3.53K | 0.02% | 100 |
|
|
2024
Q4 | $46.1K | Buy |
505
+154
| +44% | +$14K | 0.02% | 106 |
|
|
2024
Q3 | $34.2K | Hold |
351
| – | – | 0.01% | 114 |
|
|
2024
Q2 | $26K | Hold |
351
| – | – | 0.01% | 116 |
|
|
2024
Q1 | $32.1K | Hold |
351
| – | – | 0.01% | 106 |
|
|
2023
Q4 | $33.7K | Hold |
351
| – | – | 0.01% | 124 |
|
|
2023
Q3 | $32K | Hold |
351
| – | – | 0.02% | 94 |
|
|
2023
Q2 | $34.8K | Sell |
351
-8
| -2% | -$792 | 0.02% | 88 |
|
|
2023
Q1 | $37.4K | Buy |
359
+18
| +5% | +$1.87K | 0.02% | 84 |
|
|
2022
Q4 | $33.8K | Buy |
+341
| New | +$33.8K | 0.02% | 85 |
|