JWA
JFS Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
3,802
-66
| -2% | -$6.05K | 0.02% | 242 |
|
|
2025
Q1 | $379K | Buy |
3,868
+462
| +14% | +$45.3K | 0.03% | 226 |
|
|
2024
Q4 | $311K | Buy |
3,406
+135
| +4% | +$12.3K | 0.02% | 246 |
|
|
2024
Q3 | $319K | Buy |
3,271
+602
| +23% | +$58.7K | 0.02% | 245 |
|
|
2024
Q2 | $208K | Sell |
2,669
-70
| -3% | -$5.45K | 0.02% | 241 |
|
|
2024
Q1 | $250K | Sell |
2,739
-261
| -9% | -$23.9K | 0.02% | 223 |
|
|
2023
Q4 | $288K | Buy |
3,000
+270
| +10% | +$25.9K | 0.02% | 194 |
|
|
2023
Q3 | $249K | Buy |
2,730
+437
| +19% | +$39.9K | 0.02% | 200 |
|
|
2023
Q2 | $227K | Sell |
2,293
-6
| -0.3% | -$594 | 0.02% | 206 |
|
|
2023
Q1 | $239K | Sell |
2,299
-4,811
| -68% | -$501K | 0.02% | 197 |
|
|
2022
Q4 | $705K | Sell |
7,110
-310
| -4% | -$30.8K | 0.07% | 132 |
|
|
2022
Q3 | $625K | Buy |
7,420
+13
| +0.2% | +$1.1K | 0.07% | 136 |
|
|
2022
Q2 | $566K | Buy |
7,407
+122
| +2% | +$9.32K | 0.06% | 137 |
|
|
2022
Q1 | $663K | Sell |
7,285
-263
| -3% | -$23.9K | 0.06% | 142 |
|
|
2021
Q4 | $883K | Buy |
7,548
+455
| +6% | +$53.2K | 0.08% | 127 |
|
|
2021
Q3 | $782K | Buy |
7,093
+1,049
| +17% | +$116K | 0.08% | 123 |
|
|
2021
Q2 | $676K | Buy |
6,044
+7
| +0.1% | +$783 | 0.1% | 97 |
|
|
2021
Q1 | $660K | Sell |
6,037
-285
| -5% | -$31.2K | 0.13% | 87 |
|
|
2020
Q4 | $676K | Hold |
6,322
| – | – | 0.14% | 85 |
|
|
2020
Q3 | $543K | Hold |
6,322
| – | – | 0.13% | 87 |
|
|
2020
Q2 | $465K | Buy |
6,322
+200
| +3% | +$14.7K | 0.12% | 92 |
|
|
2020
Q1 | $402K | Buy |
6,122
+466
| +8% | +$30.6K | 0.12% | 93 |
|
|
2019
Q4 | $497K | Hold |
5,656
| – | – | 0.12% | 91 |
|
|
2019
Q3 | $500K | Hold |
5,656
| – | – | 0.13% | 92 |
|
|
2019
Q2 | $474K | Hold |
5,656
| – | – | 0.12% | 92 |
|
|
2019
Q1 | $421K | Hold |
5,656
| – | – | 0.11% | 98 |
|
|
2018
Q4 | $364K | Sell |
5,656
-166
| -3% | -$10.7K | 0.1% | 104 |
|
|
2018
Q3 | $331K | Buy |
5,822
+166
| +3% | +$9.44K | 0.09% | 112 |
|
|
2018
Q2 | $276K | Hold |
5,656
| – | – | 0.07% | 117 |
|
|
2018
Q1 | $327K | Sell |
5,656
-1,019
| -15% | -$58.9K | 0.09% | 109 |
|
|
2017
Q4 | $383K | Buy |
6,675
+825
| +14% | +$47.3K | 0.09% | 102 |
|
|
2017
Q3 | $314K | Buy |
5,850
+23
| +0.4% | +$1.24K | 0.08% | 106 |
|
|
2017
Q2 | $340K | Buy |
5,827
+41
| +0.7% | +$2.39K | 0.09% | 95 |
|
|
2017
Q1 | $321K | Hold |
5,786
| – | – | 0.09% | 103 |
|
|
2016
Q4 | $321K | Sell |
5,786
-78
| -1% | -$4.33K | 0.09% | 103 |
|
|
2016
Q3 | $317K | Buy |
5,864
+17
| +0.3% | +$919 | 0.09% | 103 |
|
|
2016
Q2 | $334K | Sell |
5,847
-46
| -0.8% | -$2.63K | 0.09% | 121 |
|
|
2016
Q1 | $352K | Buy |
5,893
+81
| +1% | +$4.84K | 0.1% | 97 |
|
|
2015
Q4 | $349K | Buy |
5,812
+116
| +2% | +$6.97K | 0.1% | 100 |
|
|
2015
Q3 | $324K | Buy |
5,696
+494
| +9% | +$28.1K | 0.14% | 80 |
|
|
2015
Q2 | $279K | Buy |
5,202
+2,545
| +96% | +$136K | 0.14% | 71 |
|
|
2015
Q1 | $252K | Buy |
2,657
+8
| +0.3% | +$759 | 0.12% | 76 |
|
|
2014
Q4 | $217K | Buy |
2,649
+2
| +0.1% | +$164 | 0.03% | 80 |
|
|
2014
Q3 | $200K | Sell |
2,647
-13
| -0.5% | -$982 | 0.04% | 77 |
|
|
2014
Q2 | $206K | Buy |
+2,660
| New | +$206K | 0.04% | 84 |
|
|
2014
Q1 | – | Sell |
-3,314
| Closed | -$260K | – | 128 |
|
|
2013
Q4 | $260K | Sell |
3,314
-45
| -1% | -$3.53K | 0.11% | 106 |
|
|
2013
Q3 | $259K | Sell |
3,359
-644
| -16% | -$49.7K | 0.12% | 100 |
|
|
2013
Q2 | $262K | Buy |
+4,003
| New | +$262K | 0.13% | 93 |
|