Synergy Investment 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
Sell
-154
Closed -$15.1K 462
2025
Q1
$15.1K Sell
154
-1
-0.6% -$98 0.01% 341
2024
Q4
$14.1K Buy
+155
New +$14.1K 0.01% 355