WWA
WCG Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
32,907
+851
| +3% | +$78K | 0.2% | 117 |
|
|
2025
Q1 | $3.14M | Sell |
32,056
-2,864
| -8% | -$281K | 0.24% | 103 |
|
|
2024
Q4 | $3.19M | Sell |
34,920
-2,034
| -6% | -$186K | 0.21% | 109 |
|
|
2024
Q3 | $3.6M | Buy |
36,954
+2,958
| +9% | +$288K | 0.24% | 103 |
|
|
2024
Q2 | $2.65M | Buy |
33,996
+5,657
| +20% | +$440K | 0.2% | 112 |
|
|
2024
Q1 | $2.59M | Buy |
28,339
+4,866
| +21% | +$445K | 0.22% | 102 |
|
|
2023
Q4 | $2.25M | Buy |
23,473
+7,586
| +48% | +$728K | 0.17% | 122 |
|
|
2023
Q3 | $1.51M | Buy |
+15,887
| New | +$1.51M | 0.11% | 157 |
|
|
2022
Q4 | – | Sell |
-4,557
| Closed | -$533K | – | 254 |
|
|
2022
Q3 | $533K | Sell |
4,557
-1,392
| -23% | -$163K | 0.07% | 175 |
|
|
2022
Q2 | $454K | Buy |
+5,949
| New | +$454K | 0.06% | 179 |
|