United Advisor 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 | $452K | Sell |
4,934
-322
| -6% | -$29.5K | 0.08% | 237 |
|
|
2025
Q1 | $516K | Sell |
5,256
-749
| -12% | -$73.5K | 0.11% | 185 |
|
|
2024
Q4 | $548K | Sell |
6,005
-4,393
| -42% | -$401K | 0.11% | 183 |
|
|
2024
Q3 | $1.01M | Buy |
10,398
+5,041
| +94% | +$491K | 0.23% | 102 |
|
|
2024
Q2 | $417K | Buy |
5,357
+634
| +13% | +$49.4K | 0.13% | 158 |
|
|
2024
Q1 | $432K | Buy |
+4,723
| New | +$432K | 0.16% | 131 |
|