Sendero 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 | $796K | Buy |
8,689
+48
| +0.6% | +$4.4K | 0.1% | 115 |
|
|
2025
Q1 | $848K | Buy |
8,641
+40
| +0.5% | +$3.92K | 0.12% | 103 |
|
|
2024
Q4 | $785K | Hold |
8,601
| – | – | 0.12% | 99 |
|
|
2024
Q3 | $839K | Sell |
8,601
-1
| -0% | -$97 | 0.13% | 93 |
|
|
2024
Q2 | $670K | Sell |
8,602
-564
| -6% | -$43.9K | 0.11% | 102 |
|
|
2024
Q1 | $838K | Buy |
9,166
+463
| +5% | +$42.3K | 0.14% | 92 |
|
|
2023
Q4 | $836K | Buy |
8,703
+100
| +1% | +$9.6K | 0.16% | 95 |
|
|
2023
Q3 | $785K | Hold |
8,603
| – | – | 0.17% | 84 |
|
|
2023
Q2 | $852K | Buy |
+8,603
| New | +$852K | 0.19% | 85 |
|