Jacobus Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $155K | Hold |
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|
2017
Q2 | $168K | Hold |
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|
2017
Q1 | $169K | Hold |
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|
2016
Q4 | $160K | Buy |
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|
2016
Q3 | $114K | Hold |
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|
2016
Q2 | $120K | Sell |
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|
2016
Q1 | $350K | Sell |
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|
2015
Q4 | $359K | Sell |
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|
2015
Q3 | $352K | Sell |
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|
2015
Q2 | $335K | Sell |
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|
2015
Q1 | $305K | Buy |
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|
2014
Q4 | $155K | Sell |
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|
2014
Q3 | $144K | Buy |
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|
2014
Q2 | $110K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $153K | Sell |
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|
2013
Q3 | $153K | Sell |
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|
2013
Q2 | $194K | Buy |
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