Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$321,944.92
% of Total Estimate Gain
20.46%

Evergreen Wealth Management, LLC's Starbucks Corp Holding Summary

As of 2025-03-31, Evergreen Wealth Management, LLC held - shares of Starbucks Corp(SBUX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0% of the outstanding Starbucks Corp(SBUX) stock.

The initial trade took place in 2024Q3. And since then Evergreen Wealth Management, LLC has made 2 purchases of SBUX, at an average price of $85.81, for a total of 18,336.00 shares. In addition, there have been 1 sales at an average price of $103.37 for 18,336.00 shares. Based on historical transaction data and SBUX's current price of $95.92, Evergreen Wealth Management, LLC's estimated gain on his SBUX holdings is $321,944.92, reflecting a 20.46% gain to date.

Evergreen Wealth Management, LLC SBUX ($95.92) Holding Chart

Evergreen Wealth Management, LLC SBUX ($95.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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