Compass Ion Advisors’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$551K Sell
2025
Q1
$590K Buy
2024
Q4
$548K Sell
2024
Q3
$588K Sell
2024
Q2
$618K Hold
2024
Q1
$618K Sell
2023
Q4
$655K Buy
2023
Q3
$615K Buy