CBIZ Investment Advisory Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1K | Sell |
197
-89
| -31% | -$8.16K | ﹤0.01% | 279 |
|
|
2025
Q1 | $28.1K | Buy |
286
+159
| +125% | +$15.6K | ﹤0.01% | 179 |
|
|
2024
Q4 | $11.6K | Buy |
127
+20
| +19% | +$1.83K | ﹤0.01% | 266 |
|
|
2024
Q3 | $10.4K | Hold |
107
| – | – | ﹤0.01% | 262 |
|
|
2024
Q2 | $8.33K | Hold |
107
| – | – | ﹤0.01% | 266 |
|
|
2024
Q1 | $9.78K | Buy |
+107
| New | +$9.78K | ﹤0.01% | 251 |
|