Avantax Planning Partners’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,832
| Closed | -$208K | – | 448 |
|
|
2025
Q1 | $208K | Sell |
2,832
-156
| -5% | -$11.5K | 0.01% | 408 |
|
|
2024
Q4 | $256K | Hold |
2,988
| – | – | 0.01% | 364 |
|
|
2024
Q3 | $309K | Sell |
2,988
-94
| -3% | -$9.71K | 0.01% | 326 |
|
|
2024
Q2 | $260K | Sell |
3,082
-213
| -6% | -$18K | 0.01% | 387 |
|
|
2024
Q1 | $270K | Buy |
+3,295
| New | +$270K | 0.01% | 383 |
|
|
2018
Q4 | – | Sell |
-415
| Closed | -$33K | – | 365 |
|
|
2018
Q3 | $33K | Buy |
+415
| New | +$33K | ﹤0.01% | 578 |
|
|
2018
Q2 | – | Sell |
-374
| Closed | -$26K | – | 353 |
|
|
2018
Q1 | $26K | Buy |
+374
| New | +$26K | ﹤0.01% | 684 |
|