Kozak & Associates’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.1K | Sell |
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|
2025
Q2 | $49K | Sell |
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|
2025
Q1 | $44.6K | Buy |
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|
2024
Q4 | $48.1K | Buy |
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|
2024
Q3 | $48.2K | Buy |
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|
2024
Q2 | $38.3K | Buy |
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|
2024
Q1 | $37.5K | Sell |
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|
2023
Q4 | $98.2K | Sell |
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|
2023
Q3 | $101K | Buy |
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|
2023
Q2 | $103K | Buy |
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|
2023
Q1 | $107K | Buy |
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|
2022
Q4 | $102K | Buy |
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|
2022
Q3 | $88K | Buy |
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|
2022
Q2 | $78K | Sell |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $101K | Buy |
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|
2021
Q3 | $113K | Buy |
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