OHWA
Oak Hill Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
14,193
+1,934
| +16% | +$184K | 0.28% | 48 |
|
|
2025
Q1 | $1.2M | Sell |
12,259
-1,070
| -8% | -$105K | 0.28% | 49 |
|
|
2024
Q4 | $1.22M | Buy |
+13,329
| New | +$1.22M | 0.29% | 43 |
|
|
2024
Q3 | – | Sell |
-14,029
| Closed | -$1.09M | – | 85 |
|
|
2024
Q2 | $1.09M | Buy |
+14,029
| New | +$1.09M | 0.33% | 37 |
|
|
2024
Q1 | – | Sell |
-15,229
| Closed | -$1.46M | – | 78 |
|
|
2023
Q4 | $1.46M | Sell |
15,229
-85
| -0.6% | -$8.16K | 0.5% | 28 |
|
|
2023
Q3 | $1.4M | Sell |
15,314
-362
| -2% | -$33K | 0.54% | 28 |
|
|
2023
Q2 | $1.55M | Hold |
15,676
| – | – | 0.57% | 25 |
|
|
2023
Q1 | $1.63M | Sell |
15,676
-187
| -1% | -$19.5K | 0.64% | 21 |
|
|
2022
Q4 | $1.57M | Buy |
+15,863
| New | +$1.57M | 0.65% | 25 |
|