Private Wealth Management Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.1K | Buy |
1,071
+15
| +1% | +$1.38K | 0.03% | 120 |
|
|
2025
Q1 | $104K | Buy |
1,056
+124
| +13% | +$12.2K | 0.04% | 113 |
|
|
2024
Q4 | $85.1K | Buy |
932
+5
| +0.5% | +$456 | 0.03% | 124 |
|
|
2024
Q3 | $90.4K | Buy |
927
+5
| +0.5% | +$488 | 0.04% | 115 |
|
|
2024
Q2 | $71.8K | Sell |
922
-274
| -23% | -$21.3K | 0.03% | 128 |
|
|
2024
Q1 | $109K | Sell |
1,196
-236
| -16% | -$21.6K | 0.05% | 96 |
|
|
2023
Q4 | $137K | Buy |
+1,432
| New | +$137K | 0.07% | 82 |
|