YWS
Yarger Wealth Strategies’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
2,564
+92
| +4% | +$8.43K | 0.12% | 99 |
|
|
2025
Q1 | $242K | Buy |
2,472
+27
| +1% | +$2.65K | 0.14% | 81 |
|
|
2024
Q4 | $223K | Buy |
2,445
+5
| +0.2% | +$456 | 0.13% | 81 |
|
|
2024
Q3 | $238K | Buy |
+2,440
| New | +$238K | 0.13% | 84 |
|
|
2024
Q2 | – | Sell |
-2,450
| Closed | -$224K | – | 87 |
|
|
2024
Q1 | $224K | Sell |
2,450
-8
| -0.3% | -$731 | 0.15% | 73 |
|
|
2023
Q4 | $236K | Buy |
2,458
+49
| +2% | +$4.7K | 0.19% | 60 |
|
|
2023
Q3 | $220K | Sell |
2,409
-1
| -0% | -$91 | 0.19% | 56 |
|
|
2023
Q2 | $239K | Buy |
2,410
+31
| +1% | +$3.07K | 0.21% | 52 |
|
|
2023
Q1 | $248K | Buy |
2,379
+11
| +0.5% | +$1.15K | 0.27% | 46 |
|
|
2022
Q4 | $235K | Buy |
+2,368
| New | +$235K | 0.29% | 42 |
|
|
2022
Q2 | – | Sell |
-2,326
| Closed | -$212K | – | 51 |
|
|
2022
Q1 | $212K | Buy |
2,326
+22
| +1% | +$2.01K | 0.28% | 45 |
|
|
2021
Q4 | $270K | Buy |
+2,304
| New | +$270K | 0.29% | 43 |
|