LWANC
Laurel Wealth Advisors (North Carolina)’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
156,930
+155,217
| +9,061% | +$1.69M | 0.02% | 207 |
|
|
2025
Q1 | $168K | Hold |
1,713
| – | – | 0.03% | 188 |
|
|
2024
Q4 | $156K | Sell |
1,713
-300
| -15% | -$27.4K | 0.02% | 193 |
|
|
2024
Q3 | $196K | Hold |
2,013
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $157K | Sell |
2,013
-2
| -0.1% | -$156 | 0.03% | 190 |
|
|
2024
Q1 | $184K | Hold |
2,015
| – | – | 0.03% | 180 |
|
|
2023
Q4 | $193K | Buy |
2,015
+11
| +0.5% | +$1.06K | 0.04% | 174 |
|
|
2023
Q3 | $183K | Buy |
2,004
+12
| +0.6% | +$1.1K | 0.04% | 174 |
|
|
2023
Q2 | $197K | Buy |
1,992
+10
| +0.5% | +$990 | 0.04% | 174 |
|
|
2023
Q1 | $206K | Buy |
1,982
+10
| +0.5% | +$1.04K | 0.04% | 166 |
|
|
2022
Q4 | $196K | Buy |
1,972
+10
| +0.5% | +$992 | 0.04% | 165 |
|
|
2022
Q3 | $165K | Buy |
1,962
+12
| +0.6% | +$1.01K | 0.04% | 170 |
|
|
2022
Q2 | $149K | Sell |
1,950
-37
| -2% | -$2.83K | 0.04% | 178 |
|
|
2022
Q1 | $181K | Sell |
1,987
-2,294
| -54% | -$209K | 0.04% | 173 |
|
|
2021
Q4 | $501K | Hold |
4,281
| – | – | 0.1% | 119 |
|
|
2021
Q3 | $472K | Sell |
4,281
-107
| -2% | -$11.8K | 0.1% | 125 |
|
|
2021
Q2 | $491K | Buy |
4,388
+44
| +1% | +$4.92K | 0.11% | 120 |
|
|
2021
Q1 | $475K | Sell |
4,344
-100
| -2% | -$10.9K | 0.12% | 119 |
|
|
2020
Q4 | $475K | Sell |
4,444
-600
| -12% | -$64.1K | 0.12% | 114 |
|
|
2020
Q3 | $433K | Buy |
5,044
+826
| +20% | +$70.9K | 0.13% | 107 |
|
|
2020
Q2 | $310K | Buy |
4,218
+431
| +11% | +$31.7K | 0.1% | 119 |
|
|
2020
Q1 | $249K | Buy |
3,787
+1,784
| +89% | +$117K | 0.09% | 122 |
|
|
2019
Q4 | $176K | Hold |
2,003
| – | – | 0.06% | 148 |
|
|
2019
Q3 | $177K | Buy |
2,003
+61
| +3% | +$5.39K | 0.06% | 146 |
|
|
2019
Q2 | $163K | Sell |
1,942
-53
| -3% | -$4.45K | 0.06% | 148 |
|
|
2019
Q1 | $148K | Sell |
1,995
-95
| -5% | -$7.05K | 0.05% | 150 |
|
|
2018
Q4 | $135K | Buy |
+2,090
| New | +$135K | 0.05% | 146 |
|