Concurrent Investment 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
Q3
$9.02M Buy
2025
Q2
$8.81M Buy
2025
Q1
$5.86M Buy
2024
Q4
$4.75M Buy
2024
Q3
$4.88M Buy
2024
Q2
$3.66M Sell
2024
Q1
$4.53M Buy
2023
Q4
$4.14M Buy