Synergy Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $668K | Sell |
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|
2025
Q2 | $750K | Sell |
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|
2025
Q1 | $885K | Buy |
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|
2024
Q4 | $820K | Sell |
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|
2024
Q3 | $920K | Sell |
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|
2024
Q2 | $754K | Sell |
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|
2024
Q1 | $937K | Sell |
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|
2023
Q4 | $995K | Sell |
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|
2023
Q3 | $963K | Sell |
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|
2023
Q2 | $1.05M | Buy |
|
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $898K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.24M | Buy |
|