Capital Performance Advisors’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,082
Closed -$204K 308
2025
Q1
$204K Buy
+2,082
New +$204K 0.04% 242
2024
Q4
Sell
-725
Closed -$70.6K 2197
2024
Q3
$70.6K Buy
+725
New +$70.6K 0.02% 262