AWM
Axxcess Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
18,859
+76
| +0.4% | +$6.96K | 0.04% | 312 |
|
|
2025
Q1 | $1.84M | Sell |
18,783
-1,656
| -8% | -$162K | 0.05% | 280 |
|
|
2024
Q4 | $1.87M | Buy |
20,439
+176
| +0.9% | +$16.1K | 0.04% | 287 |
|
|
2024
Q3 | $1.98M | Sell |
20,263
-7,067
| -26% | -$689K | 0.05% | 269 |
|
|
2024
Q2 | $2.13M | Buy |
27,330
+13,495
| +98% | +$1.05M | 0.06% | 239 |
|
|
2024
Q1 | $1.26M | Buy |
+13,835
| New | +$1.26M | 0.03% | 328 |
|
|
2023
Q4 | – | Sell |
-17,077
| Closed | -$1.47M | – | 918 |
|
|
2023
Q3 | $1.47M | Buy |
+17,077
| New | +$1.47M | 0.05% | 244 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 671 |
|
|
2023
Q1 | – | Sell |
-15,489
| Closed | -$1.44M | – | 676 |
|
|
2022
Q4 | $1.44M | Buy |
+15,489
| New | +$1.44M | 0.12% | 169 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 603 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 635 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 688 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 621 |
|