BRWA
B. Riley Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
+29,505
| New | +$2.7M | 0.13% | 160 |
|
|
2024
Q4 | $4.11M | Sell |
45,004
-5,606
| -11% | -$512K | 0.13% | 163 |
|
|
2024
Q3 | $4.91M | Sell |
50,610
-3,597
| -7% | -$349K | 0.14% | 164 |
|
|
2024
Q2 | $4.22M | Sell |
54,207
-8,998
| -14% | -$700K | 0.11% | 186 |
|
|
2024
Q1 | $5.77M | Buy |
63,205
+1,894
| +3% | +$173K | 0.16% | 140 |
|
|
2023
Q4 | $5.89M | Sell |
61,311
-1,894
| -3% | -$182K | 0.16% | 145 |
|
|
2023
Q3 | $5.77M | Buy |
63,205
+9,617
| +18% | +$878K | 0.16% | 140 |
|
|
2023
Q2 | $5.31M | Sell |
53,588
-9,485
| -15% | -$940K | 0.12% | 176 |
|
|
2023
Q1 | $6.57M | Sell |
63,073
-4,853
| -7% | -$505K | 0.18% | 131 |
|
|
2022
Q4 | $6.74M | Sell |
67,926
-194
| -0.3% | -$19.2K | 0.19% | 127 |
|
|
2022
Q3 | $5.74M | Buy |
68,120
+20,506
| +43% | +$1.73M | 0.17% | 131 |
|
|
2022
Q2 | $3.64M | Buy |
47,614
+134
| +0.3% | +$10.2K | 0.15% | 145 |
|
|
2022
Q1 | $4.32M | Sell |
47,480
-11,020
| -19% | -$1M | 0.14% | 154 |
|
|
2021
Q4 | $6.84M | Buy |
58,500
+1,112
| +2% | +$130K | 0.2% | 106 |
|
|
2021
Q3 | $6.33M | Buy |
57,388
+4,065
| +8% | +$449K | 0.2% | 107 |
|
|
2021
Q2 | $5.96M | Sell |
53,323
-1,160
| -2% | -$130K | 0.19% | 115 |
|
|
2021
Q1 | $5.95M | Buy |
54,483
+9,447
| +21% | +$1.03M | 0.21% | 111 |
|
|
2020
Q4 | $4.82M | Sell |
45,036
-2,500
| -5% | -$268K | 0.26% | 88 |
|
|
2020
Q3 | $4.02M | Buy |
47,536
+4,432
| +10% | +$375K | 0.21% | 106 |
|
|
2020
Q2 | $3.17M | Buy |
43,104
+894
| +2% | +$65.8K | 0.21% | 116 |
|
|
2020
Q1 | $2.78M | Sell |
42,210
-6,817
| -14% | -$448K | 0.24% | 104 |
|
|
2019
Q4 | $4.31M | Buy |
49,027
+9,676
| +25% | +$851K | 0.37% | 60 |
|
|
2019
Q3 | $3.48M | Buy |
39,351
+7,757
| +25% | +$686K | 0.34% | 63 |
|
|
2019
Q2 | $2.65M | Sell |
31,594
-1,827
| -5% | -$153K | 0.29% | 77 |
|
|
2019
Q1 | $2.49M | Buy |
33,421
+3,157
| +10% | +$235K | 0.31% | 73 |
|
|
2018
Q4 | $1.95M | Sell |
30,264
-1,545
| -5% | -$99.5K | 0.28% | 79 |
|
|
2018
Q3 | $1.81M | Sell |
31,809
-2,008
| -6% | -$114K | 0.22% | 104 |
|
|
2018
Q2 | $1.65M | Sell |
33,817
-9,068
| -21% | -$444K | 0.22% | 112 |
|
|
2018
Q1 | $2.48M | Sell |
42,885
-1,184
| -3% | -$68.6K | 0.35% | 72 |
|
|
2017
Q4 | $2.53M | Sell |
44,069
-1,215
| -3% | -$69.8K | 0.34% | 76 |
|
|
2017
Q3 | $2.43M | Sell |
45,284
-7,102
| -14% | -$382K | 0.4% | 59 |
|
|
2017
Q2 | $3.06M | Sell |
52,386
-3,624
| -6% | -$211K | 0.55% | 42 |
|
|
2017
Q1 | $3.27M | Buy |
56,010
+4,169
| +8% | +$244K | 0.65% | 35 |
|
|
2016
Q4 | $2.88M | Sell |
51,841
-1,204
| -2% | -$66.9K | 0.59% | 41 |
|
|
2016
Q3 | $2.87M | Buy |
53,045
+7,164
| +16% | +$388K | 0.56% | 34 |
|
|
2016
Q2 | $2.62M | Sell |
45,881
-4,947
| -10% | -$283K | 0.53% | 38 |
|
|
2016
Q1 | $2.81M | Buy |
50,828
+6,257
| +14% | +$346K | 0.65% | 33 |
|
|
2015
Q4 | $2.68M | Buy |
44,571
+2,292
| +5% | +$138K | 0.54% | 40 |
|
|
2015
Q3 | $2.41M | Buy |
42,279
+4,411
| +12% | +$251K | 0.58% | 31 |
|
|
2015
Q2 | $2.03M | Buy |
37,868
+24,331
| +180% | +$1.31M | 0.51% | 42 |
|
|
2015
Q1 | $1.28M | Sell |
13,537
-3,448
| -20% | -$327K | 0.31% | 81 |
|
|
2014
Q4 | $7.98K | Buy |
16,985
+9,286
| +121% | +$4.36K | 0.17% | 136 |
|
|
2014
Q3 | $581K | Sell |
7,699
-8,770
| -53% | -$662K | 0.15% | 178 |
|
|
2014
Q2 | $615K | Buy |
16,469
+7,974
| +94% | +$298K | 0.14% | 160 |
|
|
2014
Q1 | $623K | Buy |
8,495
+1,770
| +26% | +$130K | 0.19% | 127 |
|
|
2013
Q4 | $527K | Buy |
6,725
+488
| +8% | +$38.2K | 0.17% | 145 |
|
|
2013
Q3 | $480K | Buy |
6,237
+93
| +2% | +$7.16K | 0.16% | 151 |
|
|
2013
Q2 | $402K | Buy |
+6,144
| New | +$402K | 0.14% | 176 |
|