OMC Financial Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.1M | Sell |
22,902
-375
| -2% | -$34.4K | 0.86% | 29 |
|
2025
Q1 | $2.28M | Sell |
23,277
-50
| -0.2% | -$4.91K | 1.02% | 26 |
|
2024
Q4 | $2.13M | Sell |
23,327
-1,233
| -5% | -$113K | 0.91% | 25 |
|
2024
Q3 | $1.91M | Hold |
24,560
| – | – | 0.9% | 25 |
|
2024
Q2 | $1.91M | Sell |
24,560
-13,994
| -36% | -$1.09M | 0.9% | 25 |
|
2024
Q1 | $3.52M | Buy |
+38,554
| New | +$3.52M | 1.79% | 15 |
|