CMA
Cedar Mountain Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
3,200
+18
| +0.6% | +$1.65K | 0.06% | 51 |
|
|
2025
Q1 | $312K | Buy |
3,182
+110
| +4% | +$10.8K | 0.07% | 47 |
|
|
2024
Q4 | $280K | Sell |
3,072
-148
| -5% | -$13.5K | 0.06% | 49 |
|
|
2024
Q3 | $314K | Buy |
3,220
+294
| +10% | +$28.7K | 0.07% | 47 |
|
|
2024
Q2 | $228K | Buy |
2,926
+16
| +0.5% | +$1.25K | 0.06% | 46 |
|
|
2024
Q1 | $266K | Buy |
2,910
+13
| +0.4% | +$1.19K | 0.07% | 42 |
|
|
2023
Q4 | $278K | Buy |
2,897
+12
| +0.4% | +$1.15K | 0.08% | 37 |
|
|
2023
Q3 | $263K | Buy |
2,885
+160
| +6% | +$14.6K | 0.08% | 36 |
|
|
2023
Q2 | $270K | Buy |
2,725
+12
| +0.4% | +$1.19K | 0.08% | 35 |
|
|
2023
Q1 | $283K | Buy |
2,713
+61
| +2% | +$6.35K | 0.09% | 35 |
|
|
2022
Q4 | $263K | Buy |
2,652
+11
| +0.4% | +$1.09K | 0.08% | 34 |
|
|
2022
Q3 | $223K | Buy |
2,641
+12
| +0.5% | +$1.01K | 0.07% | 35 |
|
|
2022
Q2 | $201K | Sell |
2,629
-67
| -2% | -$5.12K | 0.07% | 41 |
|
|
2022
Q1 | $245K | Buy |
2,696
+11
| +0.4% | +$1K | 0.07% | 38 |
|
|
2021
Q4 | $314K | Buy |
2,685
+10
| +0.4% | +$1.17K | 0.1% | 31 |
|
|
2021
Q3 | $295K | Buy |
2,675
+88
| +3% | +$9.71K | 0.1% | 32 |
|
|
2021
Q2 | $289K | Buy |
2,587
+7
| +0.3% | +$782 | 0.1% | 31 |
|
|
2021
Q1 | $282K | Buy |
2,580
+3
| +0.1% | +$328 | 0.1% | 33 |
|
|
2020
Q4 | $276K | Buy |
2,577
+19
| +0.7% | +$2.04K | 0.1% | 32 |
|
|
2020
Q3 | $220K | Hold |
2,558
| – | – | 0.09% | 34 |
|
|
2020
Q2 | $188K | Buy |
2,558
+77
| +3% | +$5.66K | 0.08% | 35 |
|
|
2020
Q1 | $163K | Buy |
2,481
+390
| +19% | +$25.6K | 0.08% | 34 |
|
|
2019
Q4 | $184K | Buy |
+2,091
| New | +$184K | 0.07% | 32 |
|