WAS
Wealth Advisory Solutions’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,310
| Closed | -$1.27M | – | 131 |
|
|
2024
Q2 | $1.27M | Sell |
16,310
-67,814
| -81% | -$5.28M | 0.34% | 59 |
|
|
2024
Q1 | $7.69M | Buy |
84,124
+35,521
| +73% | +$3.25M | 1.99% | 14 |
|
|
2023
Q4 | $4.67M | Sell |
48,603
-3,156
| -6% | -$303K | 1.63% | 23 |
|
|
2023
Q3 | $4.95M | Buy |
+51,759
| New | +$4.95M | 0.97% | 29 |
|
|
2023
Q1 | – | Sell |
-2,926
| Closed | -$290K | – | 136 |
|
|
2022
Q4 | $290K | Buy |
2,926
+50
| +2% | +$4.96K | 0.08% | 110 |
|
|
2022
Q3 | $242K | Sell |
2,876
-454
| -14% | -$38.2K | 0.07% | 121 |
|
|
2022
Q2 | $254K | Buy |
+3,330
| New | +$254K | 0.06% | 131 |
|