Baker Tilly Wealth Management’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,676
| Closed | -$220K | – | 293 |
|
|
2024
Q1 | $220K | Sell |
2,676
-34
| -1% | -$2.79K | 0.04% | 397 |
|
|
2023
Q4 | $212K | Buy |
+2,710
| New | +$212K | 0.03% | 443 |
|
|
2023
Q3 | – | Sell |
-2,671
| Closed | -$219K | – | 469 |
|
|
2023
Q2 | $219K | Buy |
2,671
+71
| +3% | +$5.82K | 0.02% | 510 |
|
|
2023
Q1 | $204K | Buy |
2,600
+26
| +1% | +$2.04K | 0.02% | 519 |
|
|
2022
Q4 | $206K | Buy |
+2,574
| New | +$206K | 0.03% | 503 |
|
|
2022
Q2 | – | Sell |
-2,559
| Closed | -$233K | – | 496 |
|
|
2022
Q1 | $233K | Sell |
2,559
-68
| -3% | -$6.19K | 0.03% | 471 |
|
|
2021
Q4 | $267K | Buy |
2,627
+106
| +4% | +$10.8K | 0.03% | 450 |
|
|
2021
Q3 | $266K | Hold |
2,521
| – | – | 0.04% | 430 |
|
|
2021
Q2 | $290K | Sell |
2,521
-181
| -7% | -$20.8K | 0.05% | 404 |
|
|
2021
Q1 | $310K | Sell |
2,702
-141
| -5% | -$16.2K | 0.06% | 356 |
|
|
2020
Q4 | $284K | Buy |
+2,843
| New | +$284K | 0.09% | 250 |
|