CIA
Compass Ion Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
6,009
-7
| -0.1% | -$641 | 0.06% | 159 |
|
|
2025
Q1 | $590K | Buy |
6,016
+8
| +0.1% | +$785 | 0.07% | 155 |
|
|
2024
Q4 | $548K | Sell |
6,008
-23
| -0.4% | -$2.1K | 0.07% | 155 |
|
|
2024
Q3 | $588K | Sell |
6,031
-727
| -11% | -$70.9K | 0.07% | 148 |
|
|
2024
Q2 | $618K | Hold |
6,758
| – | – | 0.09% | 127 |
|
|
2024
Q1 | $618K | Sell |
6,758
-63
| -0.9% | -$5.76K | 0.09% | 127 |
|
|
2023
Q4 | $655K | Buy |
6,821
+86
| +1% | +$8.26K | 0.1% | 118 |
|
|
2023
Q3 | $615K | Buy |
+6,735
| New | +$615K | 0.11% | 129 |
|