Bartlett & Co 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1
| Closed | -$75 | – | 1251 |
|
2025
Q1 | $75 | Buy |
+1
| New | +$75 | ﹤0.01% | 1214 |
|
2024
Q2 | – | Sell |
-4
| Closed | -$332 | – | 1140 |
|
2024
Q1 | $332 | Sell |
4
-46
| -92% | -$3.82K | ﹤0.01% | 1095 |
|
2023
Q4 | $3.97K | Hold |
50
| – | – | ﹤0.01% | 1105 |
|
2023
Q3 | $3.47K | Buy |
+50
| New | +$3.47K | ﹤0.01% | 1033 |
|
2022
Q2 | – | Sell |
-60
| Closed | -$5.51K | – | 1304 |
|
2022
Q1 | $5.51K | Buy |
+60
| New | +$5.51K | ﹤0.01% | 902 |
|
2021
Q4 | – | Sell |
-531
| Closed | -$56.5K | – | 444 |
|
2021
Q3 | $56.5K | Buy |
531
+455
| +599% | +$48.4K | ﹤0.01% | 489 |
|
2021
Q2 | $8.79K | Hold |
76
| – | – | ﹤0.01% | 707 |
|
2021
Q1 | $8.78K | Buy |
76
+60
| +375% | +$6.93K | ﹤0.01% | 746 |
|
2020
Q4 | $1.61K | Buy |
+16
| New | +$1.61K | ﹤0.01% | 952 |
|
2019
Q2 | – | Sell |
-23
| Closed | -$1.63K | – | 769 |
|
2019
Q1 | $1.63K | Buy |
+23
| New | +$1.63K | ﹤0.01% | 654 |
|