Number of Shares
11,280.00
Current Holdings Value*
$878,140.00
% of Portfolio
0.13%
Total Estimate Gain
$1.55 Mil
% of Total Estimate Gain
20.97%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's Starbucks Corp Holding Summary

As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 11,280.00 shares of Starbucks Corp(SBUX), totaling $878,140.00. This investment constitutes 0.13% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds 0% of the outstanding Starbucks Corp(SBUX) stock.

The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 10 purchases of SBUX, at an average price of $69.07, for a total of 107,168.00 shares. In addition, there have been 15 sales at an average price of $82.36 for 95,888.00 shares. Based on historical transaction data and SBUX's current price of $93.70, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his SBUX holdings is $1.55 Mil, reflecting a 20.97% gain to date.

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC SBUX ($93.70) Holding Chart

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC SBUX ($93.70) 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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