Precedent Wealth Partners’s Starbucks SBUX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,064	Closed	-$884K	–	151
2024 Q3	$884K	Buy	9,064 +1,455	+19%	+$142K	0.29%	89
2024 Q2	$592K	Buy	7,609 +895	+13%	+$69.7K	0.24%	95
2024 Q1	$614K	Buy	6,714 +985	+17%	+$90K	0.26%	89
2023 Q4	$550K	Buy	+5,729	New	+$550K	0.28%	85