WAG
Wiser Advisor Group’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-310
| Closed | -$30.4K | – | 213 |
|
|
2025
Q1 | $30.4K | Buy |
310
+2
| +0.6% | +$196 | 0.04% | 122 |
|
|
2024
Q4 | $28.1K | Buy |
308
+2
| +0.7% | +$183 | 0.04% | 125 |
|
|
2024
Q3 | $29.9K | Buy |
306
+47
| +18% | +$4.59K | 0.04% | 127 |
|
|
2024
Q2 | $20.1K | Buy |
259
+72
| +39% | +$5.58K | 0.03% | 148 |
|
|
2024
Q1 | $17.2K | Hold |
187
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $18K | Buy |
+187
| New | +$18K | 0.03% | 155 |
|