WDG
Wealth Dimensions Group’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
3,172
+1
| +0% | +$92 | 0.06% | 132 |
|
|
2025
Q1 | $311K | Buy |
3,171
+430
| +16% | +$42.2K | 0.07% | 125 |
|
|
2024
Q4 | $250K | Buy |
2,741
+276
| +11% | +$25.2K | 0.06% | 130 |
|
|
2024
Q3 | $240K | Buy |
+2,465
| New | +$240K | 0.06% | 132 |
|
|
2024
Q2 | – | Sell |
-2,922
| Closed | -$267K | – | 145 |
|
|
2024
Q1 | $267K | Buy |
2,922
+54
| +2% | +$4.93K | 0.08% | 117 |
|
|
2023
Q4 | $275K | Sell |
2,868
-14
| -0.5% | -$1.34K | 0.09% | 111 |
|
|
2023
Q3 | $263K | Sell |
2,882
-519
| -15% | -$47.4K | 0.1% | 110 |
|
|
2023
Q2 | $337K | Buy |
3,401
+1
| +0% | +$99 | 0.12% | 103 |
|
|
2023
Q1 | $354K | Buy |
3,400
+582
| +21% | +$60.6K | 0.14% | 98 |
|
|
2022
Q4 | $280K | Buy |
2,818
+1
| +0% | +$99 | 0.11% | 107 |
|
|
2022
Q3 | $237K | Buy |
2,817
+2
| +0.1% | +$168 | 0.12% | 107 |
|
|
2022
Q2 | $215K | Sell |
2,815
-28
| -1% | -$2.14K | 0.1% | 117 |
|
|
2022
Q1 | $259K | Buy |
2,843
+34
| +1% | +$3.1K | 0.12% | 115 |
|
|
2021
Q4 | $329K | Sell |
2,809
-135
| -5% | -$15.8K | 0.16% | 98 |
|
|
2021
Q3 | $325K | Buy |
2,944
+150
| +5% | +$16.6K | 0.21% | 97 |
|
|
2021
Q2 | $312K | Buy |
2,794
+62
| +2% | +$6.92K | 0.21% | 90 |
|
|
2021
Q1 | $299K | Hold |
2,732
| – | – | 0.23% | 86 |
|
|
2020
Q4 | $292K | Buy |
+2,732
| New | +$292K | 0.25% | 81 |
|