IWA
Inspirion Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Hold |
6,993
| – | – | 0.08% | 88 |
|
|
2025
Q1 | $686K | Sell |
6,993
-8
| -0.1% | -$785 | 0.1% | 78 |
|
|
2024
Q4 | $650K | Sell |
7,001
-299
| -4% | -$27.8K | 0.09% | 85 |
|
|
2024
Q3 | $712K | Sell |
7,300
-207
| -3% | -$20.2K | 0.1% | 78 |
|
|
2024
Q2 | $584K | Buy |
7,507
+140
| +2% | +$10.9K | 0.09% | 85 |
|
|
2024
Q1 | $673K | Sell |
7,367
-226
| -3% | -$20.7K | 0.11% | 77 |
|
|
2023
Q4 | $711K | Buy |
7,593
+200
| +3% | +$18.7K | 0.13% | 72 |
|
|
2023
Q3 | $675K | Hold |
7,393
| – | – | 0.13% | 69 |
|
|
2023
Q2 | $732K | Sell |
7,393
-17
| -0.2% | -$1.68K | 0.14% | 67 |
|
|
2023
Q1 | $772K | Buy |
7,410
+423
| +6% | +$44K | 0.15% | 60 |
|
|
2022
Q4 | $693K | Hold |
6,987
| – | – | 0.15% | 64 |
|
|
2022
Q3 | $589K | Hold |
6,987
| – | – | 0.13% | 70 |
|
|
2022
Q2 | $534K | Buy |
6,987
+670
| +11% | +$51.2K | 0.12% | 74 |
|
|
2022
Q1 | $575K | Sell |
6,317
-200
| -3% | -$18.2K | 0.12% | 61 |
|
|
2021
Q4 | $762K | Buy |
6,517
+17
| +0.3% | +$1.99K | 0.16% | 54 |
|
|
2021
Q3 | $717K | Hold |
6,500
| – | – | 0.16% | 51 |
|
|
2021
Q2 | $727K | Hold |
6,500
| – | – | 0.18% | 49 |
|
|
2021
Q1 | $710K | Sell |
6,500
-200
| -3% | -$21.8K | 0.19% | 49 |
|
|
2020
Q4 | $717K | Hold |
6,700
| – | – | 0.2% | 41 |
|
|
2020
Q3 | $576K | Hold |
6,700
| – | – | 0.2% | 43 |
|
|
2020
Q2 | $493K | Buy |
6,700
+150
| +2% | +$11K | 0.19% | 44 |
|
|
2020
Q1 | $431K | Sell |
6,550
-290
| -4% | -$19.1K | 0.21% | 42 |
|
|
2019
Q4 | $601K | Sell |
6,840
-538
| -7% | -$47.3K | 0.2% | 40 |
|
|
2019
Q3 | $652K | Hold |
7,378
| – | – | 0.29% | 35 |
|
|
2019
Q2 | $618K | Hold |
7,378
| – | – | 0.27% | 38 |
|
|
2019
Q1 | $548K | Hold |
7,378
| – | – | 0.24% | 39 |
|
|
2018
Q4 | $475K | Hold |
7,378
| – | – | 0.24% | 39 |
|
|
2018
Q3 | $419K | Sell |
7,378
-100
| -1% | -$5.68K | 0.18% | 45 |
|
|
2018
Q2 | $365K | Buy |
+7,478
| New | +$365K | 0.17% | 49 |
|