CIA
Cascade Investment Advisors’s Starbucks SBUX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.89M | Buy |
20,628
+993
| +5% | +$91K | 1.21% | 25 |
|
2025
Q1 | $1.93M | Sell |
19,635
-15
| -0.1% | -$1.47K | 1.3% | 22 |
|
2024
Q4 | $1.79M | Sell |
19,650
-140
| -0.7% | -$12.8K | 1.15% | 27 |
|
2024
Q3 | $1.93M | Buy |
19,790
+1,110
| +6% | +$108K | 1.23% | 27 |
|
2024
Q2 | $1.45M | Buy |
+18,680
| New | +$1.45M | 0.98% | 41 |
|
2023
Q2 | – | Sell |
-830
| Closed | -$86.4K | – | 194 |
|
2023
Q1 | $86.4K | Buy |
+830
| New | +$86.4K | 0.07% | 123 |
|
2022
Q3 | – | Sell |
-1,055
| Closed | -$80.6K | – | 190 |
|
2022
Q2 | $80.6K | Hold |
1,055
| – | – | 0.06% | 128 |
|
2022
Q1 | $96K | Sell |
1,055
-14,260
| -93% | -$1.3M | 0.06% | 137 |
|
2021
Q4 | $1.79M | Sell |
15,315
-65
| -0.4% | -$7.6K | 1.05% | 27 |
|
2021
Q3 | $1.7M | Sell |
15,380
-280
| -2% | -$30.9K | 1.11% | 24 |
|
2021
Q2 | $1.75M | Sell |
15,660
-40
| -0.3% | -$4.47K | 1.1% | 25 |
|
2021
Q1 | $1.72M | Sell |
15,700
-2,240
| -12% | -$245K | 1.12% | 25 |
|
2020
Q4 | $1.92M | Sell |
17,940
-2,050
| -10% | -$219K | 1.41% | 10 |
|
2020
Q3 | $1.72M | Buy |
19,990
+202
| +1% | +$17.4K | 1.46% | 10 |
|
2020
Q2 | $1.46M | Buy |
19,788
+240
| +1% | +$17.7K | 1.38% | 14 |
|
2020
Q1 | $1.29M | Sell |
19,548
-85
| -0.4% | -$5.59K | 1.42% | 11 |
|
2019
Q4 | $1.73M | Sell |
19,633
-640
| -3% | -$56.3K | 1.32% | 11 |
|
2019
Q3 | $1.79M | Sell |
20,273
-3,175
| -14% | -$281K | 1.38% | 10 |
|
2019
Q2 | $1.97M | Sell |
23,448
-1,055
| -4% | -$88.4K | 1.67% | 8 |
|
2019
Q1 | $1.82M | Sell |
24,503
-275
| -1% | -$20.4K | 1.63% | 8 |
|
2018
Q4 | $1.6M | Sell |
24,778
-1,585
| -6% | -$102K | 1.61% | 8 |
|
2018
Q3 | $1.5M | Buy |
26,363
+1,275
| +5% | +$72.5K | 1.27% | 21 |
|
2018
Q2 | $1.23M | Buy |
25,088
+1,820
| +8% | +$88.9K | 1.09% | 34 |
|
2018
Q1 | $1.35M | Buy |
23,268
+21,400
| +1,146% | +$1.24M | 1.06% | 38 |
|
2017
Q4 | $107K | Hold |
1,868
| – | – | 0.09% | 108 |
|
2017
Q3 | $100K | Hold |
1,868
| – | – | 0.08% | 106 |
|
2017
Q2 | $109K | Hold |
1,868
| – | – | 0.09% | 106 |
|
2017
Q1 | $109K | Sell |
1,868
-500
| -21% | -$29.2K | 0.1% | 96 |
|
2016
Q4 | $131K | Buy |
+2,368
| New | +$131K | 0.11% | 92 |
|
2016
Q2 | $107K | Buy |
+1,868
| New | +$107K | 0.1% | 89 |
|