FWA
FSM Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,663
| Closed | -$440K | – | 217 |
|
|
2024
Q4 | $440K | Buy |
4,663
+137
| +3% | +$12.9K | 0.11% | 106 |
|
|
2024
Q3 | $441K | Buy |
4,526
+273
| +6% | +$26.6K | 0.12% | 101 |
|
|
2024
Q2 | $331K | Sell |
4,253
-67
| -2% | -$5.22K | 0.11% | 107 |
|
|
2024
Q1 | $395K | Buy |
4,320
+528
| +14% | +$48.3K | 0.14% | 100 |
|
|
2023
Q4 | $364K | Sell |
3,792
-172
| -4% | -$16.5K | 0.15% | 101 |
|
|
2023
Q3 | $362K | Sell |
3,964
-3
| -0.1% | -$274 | 0.18% | 96 |
|
|
2023
Q2 | $397K | Sell |
3,967
-76
| -2% | -$7.61K | 0.2% | 97 |
|
|
2023
Q1 | $421K | Buy |
4,043
+417
| +12% | +$43.4K | 0.24% | 89 |
|
|
2022
Q4 | $360K | Buy |
3,626
+99
| +3% | +$9.82K | 0.26% | 87 |
|
|
2022
Q3 | $297K | Buy |
3,527
+228
| +7% | +$19.2K | 0.25% | 100 |
|
|
2022
Q2 | $283K | Buy |
+3,299
| New | +$283K | 0.28% | 87 |
|