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Goldstein Advisors’s Starbucks SBUX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
2,369
-16
-0.7% -$1.47K 0.03% 176
2025
Q1
$234K Buy
2,385
+41
+2% +$4.02K 0.03% 164
2024
Q4
$214K Buy
2,344
+85
+4% +$7.76K 0.03% 176
2024
Q3
$220K Buy
+2,259
New +$220K 0.03% 165
2024
Q2
Sell
-2,281
Closed -$208K 192
2024
Q1
$208K Buy
2,281
+2
+0.1% +$183 0.04% 151
2023
Q4
$219K Buy
2,279
+60
+3% +$5.76K 0.04% 168
2023
Q3
$203K Sell
2,219
-283
-11% -$25.8K 0.04% 140
2023
Q2
$248K Sell
2,502
-47
-2% -$4.66K 0.05% 122
2023
Q1
$265K Buy
2,549
+177
+7% +$18.4K 0.06% 109
2022
Q4
$235K Buy
+2,372
New +$235K 0.06% 114