SWA
SOA Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
3,298
-192
| -6% | -$17.6K | 0.06% | 162 |
|
|
2025
Q1 | $342K | Sell |
3,490
-10
| -0.3% | -$981 | 0.07% | 135 |
|
|
2024
Q4 | $319K | Buy |
3,500
+77
| +2% | +$7.03K | 0.06% | 146 |
|
|
2024
Q3 | $334K | Buy |
3,423
+7
| +0.2% | +$682 | 0.06% | 136 |
|
|
2024
Q2 | $266K | Sell |
3,416
-267
| -7% | -$20.8K | 0.05% | 152 |
|
|
2024
Q1 | $337K | Buy |
3,683
+8
| +0.2% | +$731 | 0.07% | 134 |
|
|
2023
Q4 | $353K | Sell |
3,675
-103
| -3% | -$9.89K | 0.08% | 123 |
|
|
2023
Q3 | $345K | Buy |
3,778
+128
| +4% | +$11.7K | 0.09% | 122 |
|
|
2023
Q2 | $362K | Buy |
3,650
+7
| +0.2% | +$693 | 0.08% | 120 |
|
|
2023
Q1 | $379K | Buy |
3,643
+6
| +0.2% | +$625 | 0.09% | 108 |
|
|
2022
Q4 | $361K | Buy |
3,637
+7
| +0.2% | +$694 | 0.1% | 107 |
|
|
2022
Q3 | $305K | Buy |
3,630
+7
| +0.2% | +$588 | 0.09% | 110 |
|
|
2022
Q2 | $276K | Sell |
3,623
-117
| -3% | -$8.91K | 0.08% | 122 |
|
|
2022
Q1 | $340K | Sell |
3,740
-213
| -5% | -$19.4K | 0.08% | 123 |
|
|
2021
Q4 | $459K | Buy |
3,953
+142
| +4% | +$16.5K | 0.11% | 105 |
|
|
2021
Q3 | $420K | Sell |
3,811
-193
| -5% | -$21.3K | 0.11% | 111 |
|
|
2021
Q2 | $447K | Buy |
4,004
+308
| +8% | +$34.4K | 0.11% | 110 |
|
|
2021
Q1 | $403K | Sell |
3,696
-13
| -0.4% | -$1.42K | 0.11% | 107 |
|
|
2020
Q4 | $392K | Buy |
+3,709
| New | +$392K | 0.11% | 101 |
|