Secure Asset Management’s Starbucks SBUX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
2,476
+16
+0.7% +$1.47K 0.04% 285
2025
Q1
$241K Sell
2,460
-143
-5% -$14K 0.05% 260
2024
Q4
$238K Buy
+2,603
New +$238K 0.04% 289
2024
Q3
Sell
-3,805
Closed -$296K 313
2024
Q2
$296K Buy
3,805
+227
+6% +$17.7K 0.06% 231
2024
Q1
$327K Buy
3,578
+817
+30% +$74.7K 0.08% 173
2023
Q4
$265K Sell
2,761
-487
-15% -$46.8K 0.07% 183
2023
Q3
$296K Buy
3,248
+787
+32% +$71.8K 0.09% 162
2023
Q2
$244K Buy
+2,461
New +$244K 0.07% 165
2022
Q2
Sell
-2,371
Closed -$216K 210
2022
Q1
$216K Buy
2,371
+69
+3% +$6.29K 0.1% 182
2021
Q4
$269K Buy
+2,302
New +$269K 0.11% 160