A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Starbucks Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 3,636 shares of SBUX stock, worth $335,820. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,636
Previous 3,654 0.49%
Holding current value
$335,820
Previous $284 Million 24.61%
% of portfolio
0.25%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$72.51 - $98.6 $1,305 - $1,774
-18 Reduced 0.49%
3,636 $354 Million
Q2 2024

Jul 25, 2024

SELL
$72.5 - $91.53 $1,232 - $1,556
-17 Reduced 0.46%
3,654 $284 Million
Q1 2024

May 06, 2024

BUY
$90.12 - $97.3 $2,072 - $2,237
23 Added 0.63%
3,671 $335 Million
Q4 2023

Feb 14, 2024

BUY
$89.48 - $107.21 $326,423 - $391,102
3,648 New
3,648 $350 Million

Others Institutions Holding SBUX

About STARBUCKS CORP


  • Ticker SBUX
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 1,147,399,936
  • Market Cap $106B
  • Description
  • Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of specialty coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready...
More about SBUX
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