OneDigital 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 | $4.04M | Buy |
45,051
+10,621
| +31% | +$1M | 0.04% | 309 |
|
|
2025
Q4 | $2.9M | Sell |
34,430
-12,230
| -26% | -$1.03M | 0.03% | 376 |
|
|
2025
Q3 | $3.95M | Sell |
46,660
-3,372
| -7% | -$302K | 0.04% | 283 |
|
|
2025
Q2 | $4.58M | Buy |
50,032
+9,870
| +25% | +$855K | 0.05% | 255 |
|
|
2025
Q1 | $3.94M | Sell |
40,162
-3,061
| -7% | -$316K | 0.05% | 270 |
|
|
2024
Q4 | $3.94M | Sell |
43,223
-6,180
| -13% | -$598K | 0.05% | 280 |
|
|
2024
Q3 | $4.82M | Buy |
49,403
+7,636
| +18% | +$655K | 0.06% | 253 |
|
|
2024
Q2 | $3.25M | Buy |
41,767
+13,676
| +49% | +$1.11M | 0.04% | 311 |
|
|
2024
Q1 | $2.57M | Sell |
28,091
-4,712
| -14% | -$438K | 0.04% | 282 |
|
|
2023
Q4 | $3.15M | Buy |
32,803
+14,491
| +79% | +$1.41M | 0.06% | 234 |
|
|
2023
Q3 | $1.67M | Buy |
18,312
+3,160
| +21% | +$310K | 0.04% | 314 |
|
|
2023
Q2 | $1.5M | Sell |
15,152
-950
| -6% | -$98.6K | 0.03% | 334 |
|
|
2023
Q1 | $1.68M | Buy |
16,102
+2,548
| +19% | +$265K | 0.04% | 301 |
|
|
2022
Q4 | $1.34M | Buy |
13,554
+1,782
| +15% | +$168K | 0.04% | 305 |
|
|
2022
Q3 | $992K | Buy |
11,772
+3,352
| +40% | +$285K | 0.04% | 297 |
|
|
2022
Q2 | $643K | Sell |
8,420
-1,958
| -19% | -$150K | 0.03% | 358 |
|
|
2022
Q1 | $944K | Buy |
10,378
+1,173
| +13% | +$111K | 0.04% | 289 |
|
|
2021
Q4 | $1.08M | Sell |
9,205
-15
| -0.2% | -$1.69K | 0.04% | 275 |
|
|
2021
Q3 | $1.02M | Buy |
9,220
+1,137
| +14% | +$133K | 0.04% | 263 |
|
|
2021
Q2 | $904K | Buy |
8,083
+1,957
| +32% | +$221K | 0.04% | 275 |
|
|
2021
Q1 | $669K | Sell |
6,126
-1,037
| -14% | -$109K | 0.03% | 317 |
|
|
2020
Q4 | $766K | Sell |
7,163
-489
| -6% | -$46.7K | 0.04% | 275 |
|
|
2020
Q3 | $657K | Buy |
7,652
+445
| +6% | +$35.5K | 0.05% | 257 |
|
|
2020
Q2 | $530K | Buy |
7,207
+723
| +11% | +$54.3K | 0.04% | 302 |
|
|
2020
Q1 | $426K | Buy |
6,484
+971
| +18% | +$78.5K | 0.04% | 304 |
|
|
2019
Q4 | $485K | Sell |
5,513
-114
| -2% | -$9.72K | 0.04% | 314 |
|
|
2019
Q3 | $498K | Buy |
5,627
+2,033
| +57% | +$188K | 0.04% | 275 |
|
|
2019
Q2 | $301K | Buy |
3,594
+2,748
| +325% | +$216K | 0.02% | 349 |
|
|
2019
Q1 | $63K | Buy |
846
+3
| +0.4% | +$206 | 0.01% | 455 |
|
|
2018
Q4 | $54K | Sell |
843
-422
| -33% | -$26.4K | 0.01% | 440 |
|
|
2018
Q3 | $72K | Buy |
1,265
+98
| +8% | +$5.18K | 0.02% | 329 |
|
|
2018
Q2 | $57K | Sell |
1,167
-146
| -11% | -$8.29K | 0.01% | 466 |
|
|
2018
Q1 | $77K | Sell |
1,313
-1,996
| -60% | -$115K | 0.02% | 407 |
|
|
2017
Q4 | $190K | Buy |
3,309
+2,209
| +201% | +$125K | 0.02% | 235 |
|
|
2017
Q3 | $59K | Sell |
1,100
-282
| -20% | -$15.6K | 0.02% | 350 |
|
|
2017
Q2 | $81K | Buy |
+1,382
| New | +$83.6K | 0.02% | 362 |
|
Other funds holding SBUX
VCM
VPM
