Monte Financial Group, LLC SBUX Holdings History
Number of Shares
50,136.00
Current Holdings Value*
$4.09 Mil
% of Portfolio
1.79%
Total Estimate Gain
$-460,749.84
% of Total Estimate Gain
-8.89%
Monte Financial Group, LLC's Starbucks Corp Holding Summary
As of 2025-03-31, Monte Financial Group, LLC held 50,136.00 shares of Starbucks Corp(SBUX), totaling $4.09 Mil. This investment constitutes 1.79% of their stock portfolio, and Monte Financial Group, LLC now holds 0% of the outstanding Starbucks Corp(SBUX) stock.
The initial trade took place in 2025Q1. And since then Monte Financial Group, LLC has made 1 purchases of SBUX, at an average price of $103.37, for a total of 50,136.00 shares. Based on historical transaction data and SBUX's current price of $94.18, Monte Financial Group, LLC's estimated gain on his SBUX holdings is $-460,749.84, reflecting a -8.89% gain to date.
Monte Financial Group, LLC SBUX ($94.18) Holding Chart
Monte Financial Group, LLC SBUX ($94.18) 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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