TBWA
Three Bridge Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Buy |
9,612
+984
| +11% | +$90.2K | 0.23% | 48 |
|
|
2025
Q1 | $846K | Buy |
8,628
+206
| +2% | +$20.2K | 0.29% | 43 |
|
|
2024
Q4 | $769K | Sell |
8,422
-225
| -3% | -$20.5K | 0.27% | 48 |
|
|
2024
Q3 | $843K | Buy |
8,647
+339
| +4% | +$33K | 0.31% | 47 |
|
|
2024
Q2 | $647K | Sell |
8,308
-31
| -0.4% | -$2.41K | 0.26% | 51 |
|
|
2024
Q1 | $762K | Buy |
8,339
+491
| +6% | +$44.9K | 0.3% | 50 |
|
|
2023
Q4 | $753K | Sell |
7,848
-1,584
| -17% | -$152K | 0.26% | 46 |
|
|
2023
Q3 | $861K | Buy |
9,432
+42
| +0.4% | +$3.83K | 0.36% | 46 |
|
|
2023
Q2 | $930K | Sell |
9,390
-3,708
| -28% | -$367K | 0.39% | 45 |
|
|
2023
Q1 | $1.36M | Buy |
13,098
+840
| +7% | +$87.5K | 0.63% | 32 |
|
|
2022
Q4 | $1.22M | Sell |
12,258
-1,366
| -10% | -$136K | 0.65% | 32 |
|
|
2022
Q3 | $1.15M | Sell |
13,624
-71
| -0.5% | -$5.98K | 0.58% | 36 |
|
|
2022
Q2 | $1.05M | Sell |
13,695
-227
| -2% | -$17.3K | 0.51% | 41 |
|
|
2022
Q1 | $1.27M | Buy |
+13,922
| New | +$1.27M | 0.35% | 36 |
|