Foundations 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.37M | Buy |
15,298
+713
| +5% | +$67.4K | 0.02% | 446 |
|
|
2025
Q4 | $1.23M | Sell |
14,585
-1,205
| -8% | -$102K | 0.02% | 451 |
|
|
2025
Q3 | $1.34M | Sell |
15,790
-4,303
| -21% | -$385K | 0.02% | 400 |
|
|
2025
Q2 | $1.84M | Buy |
20,093
+1,523
| +8% | +$132K | 0.03% | 320 |
|
|
2025
Q1 | $1.82M | Sell |
18,570
-2,586
| -12% | -$267K | 0.03% | 304 |
|
|
2024
Q4 | $1.93M | Sell |
21,156
-1,872
| -8% | -$181K | 0.04% | 294 |
|
|
2024
Q3 | $2.25M | Buy |
23,028
+3,330
| +17% | +$286K | 0.05% | 256 |
|
|
2024
Q2 | $1.53M | Buy |
19,698
+1,183
| +6% | +$96.3K | 0.04% | 272 |
|
|
2024
Q1 | $1.69M | Buy |
18,515
+3,032
| +20% | +$282K | 0.04% | 249 |
|
|
2023
Q4 | $1.45M | Buy |
15,483
+7,116
| +85% | +$693K | 0.04% | 263 |
|
|
2023
Q3 | $764K | Sell |
8,367
-879
| -10% | -$86.3K | 0.02% | 316 |
|
|
2023
Q2 | $916K | Sell |
9,246
-1,119
| -11% | -$116K | 0.03% | 277 |
|
|
2023
Q1 | $1.08M | Buy |
10,365
+1,295
| +14% | +$135K | 0.04% | 228 |
|
|
2022
Q4 | $900K | Buy |
9,070
+2,650
| +41% | +$250K | 0.04% | 209 |
|
|
2022
Q3 | $541K | Buy |
6,420
+29
| +0.5% | +$2.46K | 0.02% | 227 |
|
|
2022
Q2 | $504K | Buy |
6,391
+3,027
| +90% | +$232K | 0.02% | 228 |
|
|
2022
Q1 | $267K | Sell |
3,364
-86
| -2% | -$8.12K | 0.01% | 298 |
|
|
2021
Q4 | $358K | Buy |
3,450
+904
| +36% | +$102K | 0.01% | 246 |
|
|
2021
Q3 | $282K | Buy |
2,546
+24
| +1% | +$2.81K | 0.01% | 261 |
|
|
2021
Q2 | $296K | Buy |
2,522
+387
| +18% | +$43.8K | 0.01% | 236 |
|
|
2021
Q1 | $242K | Buy |
2,135
+44
| +2% | +$4.62K | 0.01% | 194 |
|
|
2020
Q4 | $221K | Buy |
+2,091
| New | +$200K | 0.01% | 172 |
|
|
2018
Q4 | – | Sell |
-3,526
| Closed | -$200K | – | 123 |
|
|
2018
Q3 | $200K | Buy |
+3,526
| New | +$186K | 0.05% | 98 |
|
Other funds holding SBUX
VCM
VPM
