OIA
Optimum Investment Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
3,795
-109
| -3% | -$9.99K | 0.15% | 127 |
|
|
2025
Q1 | $383K | Sell |
3,904
-65
| -2% | -$6.38K | 0.18% | 114 |
|
|
2024
Q4 | $362K | Sell |
3,969
-150
| -4% | -$13.7K | 0.16% | 122 |
|
|
2024
Q3 | $402K | Sell |
4,119
-2,295
| -36% | -$224K | 0.17% | 118 |
|
|
2024
Q2 | $499K | Sell |
6,414
-141
| -2% | -$11K | 0.22% | 94 |
|
|
2024
Q1 | $599K | Hold |
6,555
| – | – | 0.28% | 83 |
|
|
2023
Q4 | $629K | Sell |
6,555
-863
| -12% | -$82.9K | 0.32% | 74 |
|
|
2023
Q3 | $677K | Buy |
7,418
+1
| +0% | +$91 | 0.35% | 71 |
|
|
2023
Q2 | $735K | Sell |
7,417
-150
| -2% | -$14.9K | 0.36% | 65 |
|
|
2023
Q1 | $788K | Sell |
7,567
-331
| -4% | -$34.5K | 0.41% | 59 |
|
|
2022
Q4 | $783K | Sell |
7,898
-30
| -0.4% | -$2.98K | 0.42% | 61 |
|
|
2022
Q3 | $668K | Buy |
7,928
+6
| +0.1% | +$506 | 0.36% | 68 |
|
|
2022
Q2 | $605K | Hold |
7,922
| – | – | 0.3% | 70 |
|
|
2022
Q1 | $721K | Sell |
7,922
-987
| -11% | -$89.8K | 0.3% | 70 |
|
|
2021
Q4 | $1.04M | Sell |
8,909
-518
| -5% | -$60.6K | 0.41% | 51 |
|
|
2021
Q3 | $1.04M | Sell |
9,427
-18,002
| -66% | -$1.99M | 0.44% | 52 |
|
|
2021
Q2 | $3.07M | Sell |
27,429
-3,178
| -10% | -$355K | 0.96% | 18 |
|
|
2021
Q1 | $3.34M | Sell |
30,607
-423
| -1% | -$46.2K | 0.98% | 16 |
|
|
2020
Q4 | $3.32M | Buy |
31,030
+1,577
| +5% | +$169K | 1.01% | 16 |
|
|
2020
Q3 | $2.53M | Buy |
29,453
+1,815
| +7% | +$156K | 0.85% | 23 |
|
|
2020
Q2 | $2.03M | Buy |
27,638
+9,275
| +51% | +$683K | 0.71% | 28 |
|
|
2020
Q1 | $1.21M | Sell |
18,363
-340
| -2% | -$22.3K | 0.49% | 44 |
|
|
2019
Q4 | $1.64M | Sell |
18,703
-1,410
| -7% | -$124K | 0.49% | 45 |
|
|
2019
Q3 | $1.78M | Sell |
20,113
-80
| -0.4% | -$7.07K | 0.56% | 37 |
|
|
2019
Q2 | $1.69M | Sell |
20,193
-77
| -0.4% | -$6.46K | 0.55% | 39 |
|
|
2019
Q1 | $1.51M | Sell |
20,270
-21
| -0.1% | -$1.56K | 0.49% | 45 |
|
|
2018
Q4 | $1.31M | Sell |
20,291
-2,036
| -9% | -$131K | 0.45% | 54 |
|
|
2018
Q3 | $1.27M | Buy |
22,327
+19
| +0.1% | +$1.08K | 0.35% | 74 |
|
|
2018
Q2 | $1.09M | Sell |
22,308
-976
| -4% | -$47.7K | 0.31% | 84 |
|
|
2018
Q1 | $1.35M | Buy |
23,284
+1,093
| +5% | +$63.3K | 0.4% | 62 |
|
|
2017
Q4 | $1.27M | Sell |
22,191
-87
| -0.4% | -$5K | 0.41% | 67 |
|
|
2017
Q3 | $1.2M | Sell |
22,278
-487
| -2% | -$26.2K | 0.4% | 68 |
|
|
2017
Q2 | $1.33M | Buy |
22,765
+84
| +0.4% | +$4.9K | 0.46% | 57 |
|
|
2017
Q1 | $1.32M | Sell |
22,681
-759
| -3% | -$44.3K | 0.47% | 59 |
|
|
2016
Q4 | $1.3M | Buy |
23,440
+237
| +1% | +$13.2K | 0.49% | 55 |
|
|
2016
Q3 | $1.26M | Buy |
23,203
+9
| +0% | +$487 | 0.47% | 56 |
|
|
2016
Q2 | $1.33M | Sell |
23,194
-1,540
| -6% | -$88K | 0.51% | 52 |
|
|
2016
Q1 | $1.48M | Sell |
24,734
-2,184
| -8% | -$130K | 0.58% | 43 |
|
|
2015
Q4 | $1.62M | Buy |
26,918
+411
| +2% | +$24.7K | 0.63% | 36 |
|
|
2015
Q3 | $1.51M | Buy |
+26,507
| New | +$1.51M | 0.61% | 38 |
|
|
2015
Q1 | $1.19M | Sell |
12,551
-195
| -2% | -$18.5K | 0.38% | 69 |
|
|
2014
Q4 | $1.05M | Sell |
12,746
-515
| -4% | -$42.3K | 0.34% | 81 |
|
|
2014
Q3 | $1M | Buy |
13,261
+4
| +0% | +$302 | 0.33% | 81 |
|
|
2014
Q2 | $1.03M | Sell |
13,257
-381
| -3% | -$29.5K | 0.33% | 79 |
|
|
2014
Q1 | $1M | Buy |
13,638
+5
| +0% | +$367 | 0.38% | 72 |
|
|
2013
Q4 | $1.07M | Sell |
13,633
-96
| -0.7% | -$7.53K | 0.4% | 69 |
|
|
2013
Q3 | $1.06M | Buy |
+13,729
| New | +$1.06M | 0.43% | 68 |
|