DHJJ Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.2K | Sell |
821
-5
| -0.6% | -$458 | 0.03% | 289 |
|
|
2025
Q1 | $81K | Sell |
826
-69
| -8% | -$6.77K | 0.03% | 248 |
|
|
2024
Q4 | $81.7K | Sell |
895
-200
| -18% | -$18.3K | 0.03% | 246 |
|
|
2024
Q3 | $107K | Sell |
1,095
-1
| -0.1% | -$97 | 0.04% | 212 |
|
|
2024
Q2 | $85.3K | Hold |
1,096
| – | – | 0.04% | 218 |
|
|
2024
Q1 | $100K | Hold |
1,096
| – | – | 0.04% | 198 |
|
|
2023
Q4 | $105K | Sell |
1,096
-2
| -0.2% | -$192 | 0.05% | 190 |
|
|
2023
Q3 | $100K | Buy |
+1,098
| New | +$100K | 0.05% | 186 |
|