EWA
Evolution Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
3,004
-16
| -0.5% | -$1.47K | 0.04% | 136 |
|
|
2025
Q1 | $296K | Buy |
3,020
+363
| +14% | +$35.6K | 0.05% | 118 |
|
|
2024
Q4 | $242K | Buy |
+2,657
| New | +$242K | 0.04% | 123 |
|
|
2024
Q3 | – | Sell |
-2,571
| Closed | -$200K | – | 142 |
|
|
2024
Q2 | $200K | Sell |
2,571
-14
| -0.5% | -$1.09K | 0.04% | 128 |
|
|
2024
Q1 | $236K | Buy |
+2,585
| New | +$236K | 0.05% | 117 |
|
|
2023
Q2 | – | Sell |
-2,356
| Closed | -$245K | – | 121 |
|
|
2023
Q1 | $245K | Buy |
+2,356
| New | +$245K | 0.06% | 104 |
|
|
2022
Q2 | – | Sell |
-2,238
| Closed | -$204K | – | 128 |
|
|
2022
Q1 | $204K | Hold |
2,238
| – | – | 0.04% | 113 |
|
|
2021
Q4 | $262 | Hold |
2,238
| – | – | 0.04% | 106 |
|
|
2021
Q3 | $247K | Hold |
2,238
| – | – | 0.05% | 92 |
|
|
2021
Q2 | $250K | Sell |
2,238
-214
| -9% | -$23.9K | 0.05% | 99 |
|
|
2021
Q1 | $268K | Buy |
2,452
+214
| +10% | +$23.4K | 0.06% | 92 |
|
|
2020
Q4 | $239K | Sell |
2,238
-300
| -12% | -$32K | 0.05% | 97 |
|
|
2020
Q3 | $218K | Buy |
2,538
+250
| +11% | +$21.5K | 0.06% | 94 |
|
|
2020
Q2 | $168K | Buy |
+2,288
| New | +$168K | 0.06% | 88 |
|
|
2020
Q1 | – | Sell |
-548
| Closed | -$48K | – | 593 |
|
|
2019
Q4 | $48K | Buy |
548
+378
| +222% | +$33.1K | 0.01% | 152 |
|
|
2019
Q3 | $15K | Hold |
170
| – | – | 0.01% | 133 |
|
|
2019
Q2 | $14K | Buy |
+170
| New | +$14K | 0.01% | 155 |
|