Caldwell Trust’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-50
|
|
||||
|
2025
Q1 | $3.68K | Buy |
+50
|
|
||||
|
2024
Q3 | – | Sell |
-145
|
|
||||
|
2024
Q2 | $12.2K | Hold |
145
|
|
||||
|
2024
Q1 | $11.9K | Sell |
145
-52
|
|
||||
|
2023
Q4 | $15.4K | Sell |
197
-58
|
|
||||
|
2023
Q3 | $17.7K | Hold |
255
|
|
||||
|
2023
Q2 | $20.9K | Hold |
255
|
|
||||
|
2023
Q1 | $20K | Hold |
255
|
|
||||
|
2022
Q4 | $20.5K | Sell |
255
-244
|
|
||||
|
2022
Q3 | $31.6K | Buy |
499
+244
|
|
||||
|
2022
Q2 | $16.6K | Sell |
255
-1,500
|
|
||||
|
2022
Q1 | $160K | Hold |
1,755
|
|
||||
|
2021
Q4 | $178K | Buy |
1,755
+92
|
|
||||
|
2021
Q3 | $176K | Sell |
1,663
-200
|
|
||||
|
2021
Q2 | $214K | Buy |
1,863
+200
|
|
||||
|
2021
Q1 | $191K | Buy |
1,663
+51
|
|
||||
|
2020
Q4 | $161K | Hold |
1,612
|
|
||||
|
2020
Q3 | $179K | Buy |
1,612
+48
|
|
||||
|
2020
Q2 | $136K | Buy |
1,564
+64
|
|
||||
|
2020
Q1 | $85.5K | Hold |
1,500
|
|
||||
|
2019
Q4 | $132K | Buy |
+1,500
|
|