IWA
IVC Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
3,740
+3
| +0.1% | +$275 | 0.17% | 113 |
|
|
2025
Q1 | $367K | Sell |
3,737
-438
| -10% | -$43K | 0.2% | 102 |
|
|
2024
Q4 | $381K | Sell |
4,175
-817
| -16% | -$74.5K | 0.21% | 92 |
|
|
2024
Q3 | $487K | Sell |
4,992
-1,698
| -25% | -$166K | 0.27% | 80 |
|
|
2024
Q2 | $521K | Sell |
6,690
-8,442
| -56% | -$657K | 0.29% | 80 |
|
|
2024
Q1 | $1.38M | Sell |
15,132
-1,146
| -7% | -$105K | 0.8% | 30 |
|
|
2023
Q4 | $1.56M | Sell |
16,278
-897
| -5% | -$86.1K | 0.97% | 21 |
|
|
2023
Q3 | $1.57M | Buy |
17,175
+9
| +0.1% | +$821 | 1.05% | 20 |
|
|
2023
Q2 | $1.7M | Sell |
17,166
-114
| -0.7% | -$11.3K | 1.08% | 17 |
|
|
2023
Q1 | $1.8M | Sell |
17,280
-617
| -3% | -$64.2K | 1.27% | 13 |
|
|
2022
Q4 | $1.78M | Sell |
17,897
-61
| -0.3% | -$6.05K | 1.31% | 15 |
|
|
2022
Q3 | $1.51M | Buy |
17,958
+35
| +0.2% | +$2.95K | 1.22% | 16 |
|
|
2022
Q2 | $1.37M | Buy |
17,923
+4
| +0% | +$306 | 1.06% | 21 |
|
|
2022
Q1 | $1.63M | Sell |
17,919
-569
| -3% | -$51.8K | 1.07% | 18 |
|
|
2021
Q4 | $2.16M | Sell |
18,488
-680
| -4% | -$79.6K | 1.39% | 11 |
|
|
2021
Q3 | $2.11M | Buy |
19,168
+441
| +2% | +$48.6K | 1.46% | 10 |
|
|
2021
Q2 | $2.09M | Buy |
18,727
+147
| +0.8% | +$16.4K | 1.47% | 11 |
|
|
2021
Q1 | $2.03M | Sell |
18,580
-207
| -1% | -$22.6K | 1.6% | 9 |
|
|
2020
Q4 | $2.01M | Buy |
+18,787
| New | +$2.01M | 1.92% | 7 |
|