Shum Financial Group’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$357K Sell
3,642
-223
-6% -$21.9K 0.31% 75
2024
Q4
$353K Sell
3,865
-139
-3% -$12.7K 0.3% 73
2024
Q3
$389K Buy
+4,004
New +$389K 0.32% 70