Sax 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
$383K Buy
4,178
+1,739
+71% +$159K 0.02% 294
2025
Q1
$239K Buy
+2,439
New +$239K 0.02% 323