JBA
Johnson Bixby & Associates’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
2,886
| – | – | 0.04% | 102 |
|
|
2025
Q1 | $283K | Sell |
2,886
-266
| -8% | -$26.1K | 0.04% | 94 |
|
|
2024
Q4 | $288K | Sell |
3,152
-499
| -14% | -$45.5K | 0.04% | 96 |
|
|
2024
Q3 | $356K | Sell |
3,651
-200
| -5% | -$19.5K | 0.05% | 82 |
|
|
2024
Q2 | $300K | Hold |
3,851
| – | – | 0.05% | 87 |
|
|
2024
Q1 | $352K | Hold |
3,851
| – | – | 0.06% | 82 |
|
|
2023
Q4 | $370K | Hold |
3,851
| – | – | 0.07% | 71 |
|
|
2023
Q3 | $351K | Sell |
3,851
-30
| -0.8% | -$2.74K | 0.07% | 69 |
|
|
2023
Q2 | $384K | Buy |
3,881
+30
| +0.8% | +$2.97K | 0.08% | 68 |
|
|
2023
Q1 | $401K | Buy |
3,851
+164
| +4% | +$17.1K | 0.09% | 63 |
|
|
2022
Q4 | $366K | Hold |
3,687
| – | – | 0.09% | 67 |
|
|
2022
Q3 | $311K | Hold |
3,687
| – | – | 0.08% | 74 |
|
|
2022
Q2 | $282K | Hold |
3,687
| – | – | 0.07% | 80 |
|
|
2022
Q1 | $335K | Sell |
3,687
-358
| -9% | -$32.5K | 0.09% | 66 |
|
|
2021
Q4 | $473K | Hold |
4,045
| – | – | 0.13% | 48 |
|
|
2021
Q3 | $446K | Hold |
4,045
| – | – | 0.13% | 49 |
|
|
2021
Q2 | $468K | Buy |
4,045
+119
| +3% | +$13.8K | 0.14% | 48 |
|
|
2021
Q1 | $429K | Hold |
3,926
| – | – | 0.14% | 44 |
|
|
2020
Q4 | $420K | Buy |
+3,926
| New | +$420K | 0.14% | 44 |
|