PFWA
Paces Ferry Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
4,010
-172
| -4% | -$15.8K | 0.17% | 75 |
|
|
2025
Q1 | $410K | Sell |
4,182
-81
| -2% | -$7.95K | 0.2% | 69 |
|
|
2024
Q4 | $389K | Sell |
4,263
-332
| -7% | -$30.3K | 0.19% | 73 |
|
|
2024
Q3 | $448K | Sell |
4,595
-1,863
| -29% | -$182K | 0.26% | 63 |
|
|
2024
Q2 | $503K | Sell |
6,458
-1,567
| -20% | -$122K | 0.3% | 58 |
|
|
2024
Q1 | $733K | Sell |
8,025
-67
| -0.8% | -$6.12K | 0.47% | 45 |
|
|
2023
Q4 | $777K | Sell |
8,092
-316
| -4% | -$30.3K | 0.54% | 44 |
|
|
2023
Q3 | $767K | Sell |
8,408
-85
| -1% | -$7.76K | 0.61% | 41 |
|
|
2023
Q2 | $841K | Sell |
8,493
-221
| -3% | -$21.9K | 0.63% | 41 |
|
|
2023
Q1 | $907K | Buy |
8,714
+39
| +0.4% | +$4.06K | 0.73% | 37 |
|
|
2022
Q4 | $861K | Sell |
8,675
-11
| -0.1% | -$1.09K | 0.84% | 33 |
|
|
2022
Q3 | $732K | Buy |
8,686
+14
| +0.2% | +$1.18K | 0.8% | 34 |
|
|
2022
Q2 | $662K | Buy |
8,672
+28
| +0.3% | +$2.14K | 0.65% | 36 |
|
|
2022
Q1 | $786K | Sell |
8,644
-224
| -3% | -$20.4K | 0.62% | 36 |
|
|
2021
Q4 | $1.04M | Sell |
8,868
-166
| -2% | -$19.4K | 0.74% | 32 |
|
|
2021
Q3 | $997K | Sell |
9,034
-12
| -0.1% | -$1.32K | 0.8% | 33 |
|
|
2021
Q2 | $1.01M | Sell |
9,046
-34
| -0.4% | -$3.8K | 0.77% | 34 |
|
|
2021
Q1 | $992K | Sell |
9,080
-13
| -0.1% | -$1.42K | 0.86% | 31 |
|
|
2020
Q4 | $973K | Buy |
9,093
+722
| +9% | +$77.3K | 0.89% | 31 |
|
|
2020
Q3 | $719K | Buy |
+8,371
| New | +$719K | 0.63% | 35 |
|