HWA
HCR Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
29,387
-1,089
| -4% | -$99.8K | 0.32% | 56 |
|
|
2025
Q1 | $2.99M | Sell |
30,476
-857
| -3% | -$84.1K | 0.39% | 47 |
|
|
2024
Q4 | $2.86M | Sell |
31,333
-152
| -0.5% | -$13.9K | 0.36% | 46 |
|
|
2024
Q3 | $3.07M | Sell |
31,485
-1,281
| -4% | -$125K | 0.4% | 41 |
|
|
2024
Q2 | $2.55M | Sell |
32,766
-539
| -2% | -$42K | 0.36% | 43 |
|
|
2024
Q1 | $3.04M | Sell |
33,305
-11,089
| -25% | -$1.01M | 0.46% | 39 |
|
|
2023
Q4 | $4.26M | Buy |
44,394
+4,666
| +12% | +$448K | 0.67% | 24 |
|
|
2023
Q3 | $3.63M | Sell |
39,728
-3,671
| -8% | -$335K | 0.8% | 21 |
|
|
2023
Q2 | $4.3M | Sell |
43,399
-73
| -0.2% | -$7.23K | 0.8% | 22 |
|
|
2023
Q1 | $4.53M | Sell |
43,472
-42
| -0.1% | -$4.37K | 0.9% | 18 |
|
|
2022
Q4 | $4.32M | Sell |
43,514
-926
| -2% | -$91.9K | 0.91% | 17 |
|
|
2022
Q3 | $3.74M | Sell |
44,440
-3,425
| -7% | -$289K | 0.8% | 22 |
|
|
2022
Q2 | $3.66M | Sell |
47,865
-6,585
| -12% | -$503K | 0.73% | 26 |
|
|
2022
Q1 | $4.95M | Sell |
54,450
-1,399
| -3% | -$127K | 0.81% | 23 |
|
|
2021
Q4 | $6.53M | Sell |
55,849
-351
| -0.6% | -$41.1K | 1.01% | 16 |
|
|
2021
Q3 | $6.2M | Sell |
56,200
-298
| -0.5% | -$32.9K | 1.03% | 16 |
|
|
2021
Q2 | $6.32M | Buy |
56,498
+1,170
| +2% | +$131K | 1.1% | 14 |
|
|
2021
Q1 | $6.05M | Sell |
55,328
-10,519
| -16% | -$1.15M | 1.2% | 12 |
|
|
2020
Q4 | $7.04M | Buy |
65,847
+369
| +0.6% | +$39.5K | 1.47% | 8 |
|
|
2020
Q3 | $5.64M | Buy |
65,478
+837
| +1% | +$72.1K | 1.29% | 13 |
|
|
2020
Q2 | $4.78M | Buy |
64,641
+2,253
| +4% | +$167K | 1.12% | 14 |
|
|
2020
Q1 | $4.1M | Buy |
62,388
+2,745
| +5% | +$180K | 1.17% | 12 |
|
|
2019
Q4 | $5.24M | Buy |
59,643
+1,658
| +3% | +$146K | 1.27% | 12 |
|
|
2019
Q3 | $5.11M | Buy |
57,985
+429
| +0.7% | +$37.8K | 1.7% | 10 |
|
|
2019
Q2 | $4.82M | Buy |
57,556
+3,115
| +6% | +$261K | 1.37% | 12 |
|
|
2019
Q1 | $4.05M | Sell |
54,441
-5,303
| -9% | -$395K | 1.16% | 15 |
|
|
2018
Q4 | $3.85M | Sell |
59,744
-998
| -2% | -$64.3K | 1.24% | 11 |
|
|
2018
Q3 | $3.56M | Buy |
60,742
+549
| +0.9% | +$32.2K | 1.16% | 14 |
|
|
2018
Q2 | $2.95M | Buy |
60,193
+1,433
| +2% | +$70.3K | 0.97% | 18 |
|
|
2018
Q1 | $3.4M | Sell |
58,760
-1,329
| -2% | -$76.9K | 1.18% | 14 |
|
|
2017
Q4 | $3.45M | Buy |
60,089
+830
| +1% | +$47.7K | 1.21% | 15 |
|
|
2017
Q3 | $3.18M | Buy |
59,259
+737
| +1% | +$39.6K | 1.34% | 15 |
|
|
2017
Q2 | $3.41M | Buy |
58,522
+463
| +0.8% | +$27K | 1.69% | 10 |
|
|
2017
Q1 | $3.39M | Buy |
58,059
+40
| +0.1% | +$2.34K | 1.74% | 11 |
|
|
2016
Q4 | $3.22M | Buy |
+58,019
| New | +$3.22M | 1.7% | 11 |
|