Jamison Private Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
11,785
+1,630
| +16% | +$149K | 0.16% | 100 |
|
|
2025
Q1 | $996K | Sell |
10,155
-146
| -1% | -$14.3K | 0.15% | 107 |
|
|
2024
Q4 | $940K | Buy |
10,301
+485
| +5% | +$44.3K | 0.14% | 112 |
|
|
2024
Q3 | $957K | Buy |
9,816
+1,354
| +16% | +$132K | 0.15% | 106 |
|
|
2024
Q2 | $659K | Buy |
8,462
+59
| +0.7% | +$4.59K | 0.11% | 112 |
|
|
2024
Q1 | $768K | Buy |
8,403
+114
| +1% | +$10.4K | 0.13% | 109 |
|
|
2023
Q4 | $796K | Sell |
8,289
-387
| -4% | -$37.2K | 0.15% | 103 |
|
|
2023
Q3 | $792K | Buy |
+8,676
| New | +$792K | 0.16% | 102 |
|