PSIWM
Paradigm Strategies in Wealth Management’s Starbucks SBUX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $288K | Hold |
3,138
| – | – | 0.19% | 44 |
|
2025
Q1 | $308K | Hold |
3,138
| – | – | 0.21% | 40 |
|
2024
Q4 | $286K | Hold |
3,138
| – | – | 0.19% | 40 |
|
2024
Q3 | $306K | Buy |
3,138
+1
| +0% | +$97 | 0.19% | 38 |
|
2024
Q2 | $244K | Hold |
3,137
| – | – | 0.15% | 45 |
|
2024
Q1 | $287K | Buy |
3,137
+243
| +8% | +$22.2K | 0.18% | 39 |
|
2023
Q4 | $278K | Hold |
2,894
| – | – | 0.18% | 38 |
|
2023
Q3 | $264K | Hold |
2,894
| – | – | 0.17% | 40 |
|
2023
Q2 | $287K | Hold |
2,894
| – | – | 0.19% | 35 |
|
2023
Q1 | $301K | Hold |
2,894
| – | – | 0.24% | 32 |
|
2022
Q4 | $287K | Hold |
2,894
| – | – | 0.26% | 33 |
|
2022
Q3 | $244K | Buy |
2,894
+1
| +0% | +$84 | 0.22% | 35 |
|
2022
Q2 | $221K | Hold |
2,893
| – | – | 0.24% | 35 |
|
2022
Q1 | $263K | Hold |
2,893
| – | – | 0.27% | 35 |
|
2021
Q4 | $338K | Hold |
2,893
| – | – | 0.34% | 30 |
|
2021
Q3 | $319K | Sell |
2,893
-1
| -0% | -$110 | 0.3% | 36 |
|
2021
Q2 | $324K | Hold |
2,894
| – | – | 0.29% | 35 |
|
2021
Q1 | $316K | Buy |
+2,894
| New | +$316K | 0.31% | 32 |
|