CIA
Concurrent Investment Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.81M | Buy |
96,153
+36,385
| +61% | +$3.33M | 0.17% | 130 |
|
|
2025
Q1 | $5.86M | Buy |
59,768
+7,731
| +15% | +$758K | 0.14% | 155 |
|
|
2024
Q4 | $4.75M | Buy |
52,037
+2,017
| +4% | +$184K | 0.13% | 163 |
|
|
2024
Q3 | $4.88M | Buy |
50,020
+2,949
| +6% | +$287K | 0.14% | 148 |
|
|
2024
Q2 | $3.66M | Sell |
47,071
-2,465
| -5% | -$192K | 0.12% | 174 |
|
|
2024
Q1 | $4.53M | Buy |
49,536
+6,365
| +15% | +$582K | 0.18% | 128 |
|
|
2023
Q4 | $4.14M | Buy |
+43,171
| New | +$4.14M | 0.2% | 122 |
|