North Ridge Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Hold |
2,150
| – | – | 0.12% | 45 |
|
|
2025
Q1 | $211K | Hold |
2,150
| – | – | 0.14% | 41 |
|
|
2024
Q4 | $196K | Sell |
2,150
-79
| -4% | -$7.21K | 0.14% | 42 |
|
|
2024
Q3 | $217K | Buy |
+2,229
| New | +$217K | 0.15% | 40 |
|
|
2024
Q2 | – | Sell |
-2,229
| Closed | -$204K | – | 42 |
|
|
2024
Q1 | $204K | Hold |
2,229
| – | – | 0.16% | 40 |
|
|
2023
Q4 | $214K | Hold |
2,229
| – | – | 0.18% | 38 |
|
|
2023
Q3 | $203K | Hold |
2,229
| – | – | 0.2% | 36 |
|
|
2023
Q2 | $221K | Sell |
2,229
-51
| -2% | -$5.05K | 0.21% | 36 |
|
|
2023
Q1 | $237K | Buy |
+2,280
| New | +$237K | 0.24% | 36 |
|