J.M. Forbes & Co’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
|
|||||
|
2025
Q1 | $390K | Sell |
|
|||||
|
2024
Q4 | $370K | Hold |
|
|||||
|
2024
Q3 | $396K | Buy |
|
|||||
|
2024
Q2 | $292K | Sell |
|
|||||
|
2024
Q1 | $352K | Hold |
|
|||||
|
2023
Q4 | $370K | Sell |
|
|||||
|
2023
Q3 | $475K | Buy |
|
|||||
|
2023
Q2 | $382K | Buy |
|
|||||
|
2023
Q1 | $373K | Hold |
|
|||||
|
2022
Q4 | $355K | Hold |
|
|||||
|
2022
Q3 | $302K | Hold |
|
|||||
|
2022
Q2 | $273K | Hold |
|
|||||
|
2022
Q1 | $326K | Hold |
|
|||||
|
2021
Q4 | $418K | Hold |
|
|||||
|
2021
Q3 | $395K | Hold |
|
|||||
|
2021
Q2 | $400K | Hold |
|
|||||
|
2021
Q1 | $391K | Hold |
|
|||||
|
2020
Q4 | $383K | Hold |
|
|||||
|
2020
Q3 | $308K | Hold |
|
|||||
|
2020
Q2 | $263K | Hold |
|
|||||
|
2020
Q1 | $235K | Hold |
|
|||||
|
2019
Q4 | $315K | Hold |
|
|||||
|
2019
Q3 | $317K | Hold |
|
|||||
|
2019
Q2 | $300K | Sell |
|
|||||
|
2019
Q1 | $300K | Hold |
|
|||||
|
2018
Q4 | $260K | Hold |
|
|||||
|
2018
Q3 | $229K | Sell |
|
|||||
|
2018
Q2 | $5.01M | Sell |
|
|||||
|
2018
Q1 | $5.98M | Sell |
|
|||||
|
2017
Q4 | $6M | Sell |
|
|||||
|
2017
Q3 | $5.63M | Sell |
|
|||||
|
2017
Q2 | $6.2M | Buy |
|
|||||
|
2017
Q1 | $4.35M | Buy |
|