DWA
Dougherty Wealth Advisers’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Hold |
1,869
| – | – | 0.11% | 40 |
|
|
2025
Q1 | $183K | Hold |
1,869
| – | – | 0.14% | 40 |
|
|
2024
Q4 | $171K | Hold |
1,869
| – | – | 0.13% | 44 |
|
|
2024
Q3 | $182K | Hold |
1,869
| – | – | 0.14% | 41 |
|
|
2024
Q2 | $146K | Hold |
1,869
| – | – | 0.13% | 44 |
|
|
2024
Q1 | $171K | Sell |
1,869
-962
| -34% | -$87.9K | 0.15% | 41 |
|
|
2023
Q4 | $272K | Hold |
2,831
| – | – | 0.25% | 29 |
|
|
2023
Q3 | $258K | Hold |
2,831
| – | – | 0.3% | 24 |
|
|
2023
Q2 | $280K | Hold |
2,831
| – | – | 0.38% | 25 |
|
|
2023
Q1 | $295K | Hold |
2,831
| – | – | 0.45% | 24 |
|
|
2022
Q4 | $281K | Hold |
2,831
| – | – | 0.46% | 27 |
|
|
2022
Q3 | $239K | Hold |
2,831
| – | – | 0.47% | 26 |
|
|
2022
Q2 | $216K | Hold |
2,831
| – | – | 0.4% | 28 |
|
|
2022
Q1 | $258K | Hold |
2,831
| – | – | 0.39% | 29 |
|
|
2021
Q4 | $331K | Hold |
2,831
| – | – | 0.46% | 27 |
|
|
2021
Q3 | $312K | Hold |
2,831
| – | – | 0.46% | 27 |
|
|
2021
Q2 | $317K | Hold |
2,831
| – | – | 0.47% | 28 |
|
|
2021
Q1 | $309K | Hold |
2,831
| – | – | 0.47% | 26 |
|
|
2020
Q4 | $303K | Hold |
2,831
| – | – | 0.48% | 24 |
|
|
2020
Q3 | $243K | Hold |
2,831
| – | – | 0.84% | 29 |
|
|
2020
Q2 | $208K | Hold |
2,831
| – | – | 0.76% | 29 |
|
|
2020
Q1 | $186K | Hold |
2,831
| – | – | 0.74% | 34 |
|
|
2019
Q4 | $249K | Hold |
2,831
| – | – | 0.76% | 31 |
|
|
2019
Q3 | $250K | Hold |
2,831
| – | – | 0.82% | 31 |
|
|
2019
Q2 | $237K | Hold |
2,831
| – | – | 0.67% | 36 |
|
|
2019
Q1 | $210K | Hold |
2,831
| – | – | 0.71% | 34 |
|
|
2018
Q4 | $196K | Buy |
+2,831
| New | +$196K | 0.65% | 38 |
|