Compass Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Buy |
59,316
+57,717
| +3,610% | +$5.29M | 1.29% | 24 |
|
|
2025
Q1 | $157K | Buy |
1,599
+1
| +0.1% | +$98 | 0.04% | 158 |
|
|
2024
Q4 | $146K | Hold |
1,598
| – | – | 0.04% | 167 |
|
|
2024
Q3 | $156K | Buy |
1,598
+1
| +0.1% | +$97 | 0.04% | 169 |
|
|
2024
Q2 | $124K | Sell |
1,597
-112
| -7% | -$8.72K | 0.03% | 186 |
|
|
2024
Q1 | $156K | Buy |
1,709
+646
| +61% | +$59K | 0.04% | 173 |
|
|
2023
Q4 | $102K | Sell |
1,063
-890
| -46% | -$85.5K | 0.03% | 188 |
|
|
2023
Q3 | $178K | Hold |
1,953
| – | – | 0.06% | 157 |
|
|
2023
Q2 | $193K | Hold |
1,953
| – | – | 0.06% | 154 |
|
|
2023
Q1 | $203K | Hold |
1,953
| – | – | 0.06% | 154 |
|
|
2022
Q4 | $194K | Buy |
+1,953
| New | +$194K | 0.06% | 152 |
|