Glass Jacobson Investment 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 | $19.8K | Sell |
216
-1,339
| -86% | -$123K | 0.01% | 387 |
|
|
2025
Q1 | $142K | Hold |
1,555
| – | – | 0.05% | 262 |
|
|
2024
Q4 | $142K | Buy |
1,555
+208
| +15% | +$19K | 0.05% | 262 |
|
|
2024
Q3 | $131K | Buy |
1,347
+51
| +4% | +$4.97K | 0.04% | 256 |
|
|
2024
Q2 | $101K | Buy |
1,296
+50
| +4% | +$3.89K | 0.04% | 265 |
|
|
2024
Q1 | $114K | Hold |
1,246
| – | – | 0.04% | 262 |
|
|
2023
Q4 | $120K | Buy |
1,246
+113
| +10% | +$10.8K | 0.05% | 252 |
|
|
2023
Q3 | $103K | Hold |
1,133
| – | – | 0.05% | 253 |
|
|
2023
Q2 | $112K | Buy |
+1,133
| New | +$112K | 0.05% | 249 |
|
|
2022
Q4 | $137K | Buy |
+1,383
| New | +$137K | 0.07% | 231 |
|