AWAG
ARS Wealth Advisors Group’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,549
| Closed | -$233K | – | 173 |
|
|
2024
Q1 | $233K | Sell |
2,549
-28
| -1% | -$2.56K | 0.03% | 149 |
|
|
2023
Q4 | $247K | Buy |
2,577
+28
| +1% | +$2.69K | 0.04% | 132 |
|
|
2023
Q3 | $233K | Sell |
2,549
-431
| -14% | -$39.3K | 0.04% | 133 |
|
|
2023
Q2 | $295K | Buy |
2,980
+317
| +12% | +$31.4K | 0.05% | 116 |
|
|
2023
Q1 | $277K | Buy |
+2,663
| New | +$277K | 0.05% | 105 |
|
|
2022
Q2 | – | Sell |
-2,262
| Closed | -$206K | – | 161 |
|
|
2022
Q1 | $206K | Sell |
2,262
-249
| -10% | -$22.7K | 0.04% | 120 |
|
|
2021
Q4 | $294K | Sell |
2,511
-624
| -20% | -$73.1K | 0.05% | 108 |
|
|
2021
Q3 | $346K | Buy |
+3,135
| New | +$346K | 0.06% | 95 |
|