OWA
ORBA Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
4,199
+1,844
| +78% | +$169K | 0.35% | 52 |
|
|
2025
Q1 | $231K | Sell |
2,355
-63
| -3% | -$6.18K | 0.12% | 97 |
|
|
2024
Q4 | $221K | Sell |
2,418
-549
| -19% | -$50.1K | 0.12% | 98 |
|
|
2024
Q3 | $289K | Hold |
2,967
| – | – | 0.15% | 92 |
|
|
2024
Q2 | $231K | Sell |
2,967
-118
| -4% | -$9.19K | 0.12% | 93 |
|
|
2024
Q1 | $282K | Sell |
3,085
-100
| -3% | -$9.14K | 0.16% | 83 |
|
|
2023
Q4 | $306K | Buy |
+3,185
| New | +$306K | 0.18% | 76 |
|