SWM
Stockman Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
120,999
+9,893
| +9% | +$906K | 1.51% | 27 |
|
|
2025
Q1 | $10.9M | Sell |
111,106
-1,953
| -2% | -$192K | 1.61% | 23 |
|
|
2024
Q4 | $10.3M | Buy |
113,059
+1,169
| +1% | +$107K | 1.62% | 23 |
|
|
2024
Q3 | $10.9M | Buy |
111,890
+7,318
| +7% | +$713K | 1.7% | 21 |
|
|
2024
Q2 | $8.14M | Buy |
+104,572
| New | +$8.14M | 1.43% | 26 |
|