Syntegra Private Wealth Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $213K | Buy |
2,328
+24
| +1% | +$2.2K | 0.02% | 173 |
|
2025
Q1 | $226K | Buy |
2,304
+43
| +2% | +$4.22K | 0.03% | 151 |
|
2024
Q4 | $206K | Buy |
2,261
+3
| +0.1% | +$274 | 0.02% | 153 |
|
2024
Q3 | $220K | Buy |
+2,258
| New | +$220K | 0.03% | 142 |
|
2024
Q1 | – | Sell |
-2,507
| Closed | -$241K | – | 144 |
|
2023
Q4 | $241K | Buy |
2,507
+30
| +1% | +$2.88K | 0.03% | 118 |
|
2023
Q3 | $226K | Sell |
2,477
-131
| -5% | -$12K | 0.04% | 114 |
|
2023
Q2 | $258K | Buy |
2,608
+31
| +1% | +$3.07K | 0.04% | 116 |
|
2023
Q1 | $268K | Hold |
2,577
| – | – | 0.05% | 103 |
|
2022
Q4 | $256K | Buy |
+2,577
| New | +$256K | 0.05% | 92 |
|