Palumbo 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
$303K Sell
3,302
-177
-5% -$16.2K 0.09% 144
2025
Q1
$341K Sell
3,479
-296
-8% -$29K 0.11% 125
2024
Q4
$344K Buy
3,775
+32
+0.9% +$2.92K 0.13% 112
2024
Q3
$365K Buy
3,743
+2
+0.1% +$195 0.14% 104
2024
Q2
$291K Sell
3,741
-4,632
-55% -$361K 0.12% 106
2024
Q1
$765K Buy
8,373
+1,884
+29% +$172K 0.34% 61
2023
Q4
$623K Buy
6,489
+4,239
+188% +$407K 0.32% 60
2023
Q3
$205K Buy
+2,250
New +$205K 0.11% 111