EWA
EverSource Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
4,080
-20
| -0.5% | -$1.83K | 0.02% | 565 |
|
|
2025
Q1 | $402K | Sell |
4,100
-8,115
| -66% | -$796K | 0.02% | 435 |
|
|
2024
Q4 | $1.11M | Sell |
12,215
-484
| -4% | -$44.2K | 0.06% | 227 |
|
|
2024
Q3 | $1.24M | Buy |
12,699
+108
| +0.9% | +$10.5K | 0.08% | 191 |
|
|
2024
Q2 | $981K | Buy |
12,591
+627
| +5% | +$48.9K | 0.07% | 217 |
|
|
2024
Q1 | $1.06M | Sell |
11,964
-733
| -6% | -$64.9K | 0.08% | 180 |
|
|
2023
Q4 | $1.22M | Buy |
12,697
+324
| +3% | +$31.1K | 0.11% | 153 |
|
|
2023
Q3 | $1.13M | Buy |
12,373
+910
| +8% | +$83K | 0.12% | 147 |
|
|
2023
Q2 | $1.14M | Buy |
11,463
+7,749
| +209% | +$768K | 0.13% | 147 |
|
|
2023
Q1 | $387K | Sell |
3,714
-612
| -14% | -$63.7K | 0.05% | 258 |
|
|
2022
Q4 | $429K | Buy |
4,326
+1,882
| +77% | +$187K | 0.07% | 220 |
|
|
2022
Q3 | $206K | Buy |
2,444
+536
| +28% | +$45.2K | 0.05% | 292 |
|
|
2022
Q2 | $147K | Sell |
1,908
-944
| -33% | -$72.7K | 0.04% | 303 |
|
|
2022
Q1 | $260K | Sell |
2,852
-680
| -19% | -$62K | 0.07% | 222 |
|
|
2021
Q4 | $413K | Buy |
+3,532
| New | +$413K | 0.12% | 140 |
|