BBWA
Bell & Brown Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
48,572
+396
| +0.8% | +$36.3K | 1.59% | 25 |
|
|
2025
Q1 | $4.73M | Buy |
48,176
+689
| +1% | +$67.6K | 1.84% | 24 |
|
|
2024
Q4 | $4.33M | Buy |
47,487
+602
| +1% | +$54.9K | 1.61% | 24 |
|
|
2024
Q3 | $4.57M | Buy |
46,885
+197
| +0.4% | +$19.2K | 1.79% | 23 |
|
|
2024
Q2 | $3.63M | Buy |
46,688
+3,447
| +8% | +$268K | 1.39% | 24 |
|
|
2024
Q1 | $3.95M | Buy |
43,241
+1,076
| +3% | +$98.3K | 1.69% | 22 |
|
|
2023
Q4 | $4.05M | Buy |
+42,165
| New | +$4.05M | 1.88% | 21 |
|
|
2023
Q2 | $4.12M | Buy |
41,576
+253
| +0.6% | +$25.1K | 2.06% | 18 |
|
|
2023
Q1 | $4.3M | Buy |
41,323
+357
| +0.9% | +$37.2K | 2.29% | 14 |
|
|
2022
Q4 | $4.06M | Buy |
40,966
+522
| +1% | +$51.8K | 2.24% | 17 |
|
|
2022
Q3 | $3.41M | Buy |
40,444
+497
| +1% | +$41.9K | 2.1% | 19 |
|
|
2022
Q2 | $3.05M | Buy |
39,947
+758
| +2% | +$57.9K | 1.63% | 25 |
|
|
2022
Q1 | $3.57M | Buy |
39,189
+72
| +0.2% | +$6.55K | 1.61% | 25 |
|
|
2021
Q4 | $3.81M | Buy |
39,117
+1,530
| +4% | +$149K | 1.84% | 21 |
|
|
2021
Q3 | $4.15M | Buy |
+37,587
| New | +$4.15M | 2.24% | 19 |
|
|
2020
Q3 | $3.34M | Buy |
37,782
+153
| +0.4% | +$13.5K | 2.42% | 16 |
|
|
2020
Q2 | $2.85M | Buy |
37,629
+3,124
| +9% | +$237K | 2.23% | 17 |
|
|
2020
Q1 | $2.64M | Buy |
34,505
+1,736
| +5% | +$133K | 2.45% | 14 |
|
|
2019
Q4 | $3.01M | Sell |
32,769
-390
| -1% | -$35.9K | 2.25% | 12 |
|
|
2019
Q3 | $2.88M | Sell |
33,159
-1,229
| -4% | -$107K | 2.36% | 8 |
|
|
2019
Q2 | $2.88M | Buy |
34,388
+371
| +1% | +$31.1K | 2.54% | 7 |
|
|
2019
Q1 | $2.53M | Sell |
34,017
-646
| -2% | -$48K | 2.3% | 8 |
|
|
2018
Q4 | $2.23M | Sell |
34,663
-526
| -1% | -$33.9K | 2.39% | 10 |
|
|
2018
Q3 | $2.05M | Buy |
35,189
+1,920
| +6% | +$112K | 1.9% | 16 |
|
|
2018
Q2 | $1.63M | Buy |
33,269
+4,563
| +16% | +$223K | 1.6% | 23 |
|
|
2018
Q1 | $1.65M | Buy |
28,706
+1,765
| +7% | +$102K | 1.74% | 17 |
|
|
2017
Q4 | $1.55M | Buy |
+26,941
| New | +$1.55M | 1.6% | 23 |
|