LWA
Lineweaver Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
2,637
+79
| +3% | +$7.24K | 0.04% | 144 |
|
|
2025
Q1 | $251K | Buy |
+2,558
| New | +$251K | 0.04% | 131 |
|
|
2024
Q1 | – | Sell |
-2,838
| Closed | -$273K | – | 130 |
|
|
2023
Q4 | $273K | Sell |
2,838
-103
| -4% | -$9.89K | 0.07% | 115 |
|
|
2023
Q3 | $269K | Buy |
2,941
+101
| +4% | +$9.22K | 0.08% | 120 |
|
|
2023
Q2 | $281K | Sell |
2,840
-110
| -4% | -$10.9K | 0.08% | 104 |
|
|
2023
Q1 | $307K | Sell |
2,950
-99
| -3% | -$10.3K | 0.09% | 105 |
|
|
2022
Q4 | $302K | Sell |
3,049
-7,330
| -71% | -$727K | 0.09% | 105 |
|
|
2022
Q3 | $874K | Buy |
10,379
+1,232
| +13% | +$104K | 0.28% | 64 |
|
|
2022
Q2 | $698K | Sell |
9,147
-336
| -4% | -$25.6K | 0.23% | 73 |
|
|
2022
Q1 | $862K | Buy |
9,483
+513
| +6% | +$46.6K | 0.25% | 70 |
|
|
2021
Q4 | $1.05M | Sell |
8,970
-143
| -2% | -$16.7K | 0.3% | 53 |
|
|
2021
Q3 | $1.01M | Buy |
9,113
+442
| +5% | +$48.7K | 0.31% | 52 |
|
|
2021
Q2 | $969K | Buy |
8,671
+138
| +2% | +$15.4K | 0.32% | 47 |
|
|
2021
Q1 | $932K | Buy |
8,533
+1,894
| +29% | +$207K | 0.33% | 45 |
|
|
2020
Q4 | $710K | Buy |
6,639
+490
| +8% | +$52.4K | 0.28% | 43 |
|
|
2020
Q3 | $528K | Buy |
6,149
+660
| +12% | +$56.7K | 0.24% | 50 |
|
|
2020
Q2 | $403K | Buy |
5,489
+140
| +3% | +$10.3K | 0.2% | 51 |
|
|
2020
Q1 | $346K | Sell |
5,349
-196
| -4% | -$12.7K | 0.22% | 51 |
|
|
2019
Q4 | $487K | Buy |
+5,545
| New | +$487K | 0.27% | 36 |
|