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Caldwell Trust’s Best Buy BBY Stock Holding History

Caldwell Trust’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-50
Closed -$3.68K – 746
2025
Q1 		$3.68K Buy
+50
New +$4.12K ﹤0.01% 704
2024
Q3 		– Sell
-145
Closed -$12.2K – 705
2024
Q2 		$12.2K Hold
145
– – ﹤0.01% 596
2024
Q1 		$11.9K Sell
145
-52
-26% -$3.96K ﹤0.01% 607
2023
Q4 		$15.4K Sell
197
-58
-23% -$4.08K ﹤0.01% 576
2023
Q3 		$17.7K Hold
255
– – ﹤0.01% 557
2023
Q2 		$20.9K Hold
255
– – ﹤0.01% 550
2023
Q1 		$20K Hold
255
– – ﹤0.01% 550
2022
Q4 		$20.5K Sell
255
-244
-49% -$18K ﹤0.01% 531
2022
Q3 		$31.6K Buy
499
+244
+96% +$18.1K ﹤0.01% 488
2022
Q2 		$16.6K Sell
255
-1,500
-85% -$125K ﹤0.01% 563
2022
Q1 		$160K Hold
1,755
– – 0.02% 311
2021
Q4 		$178K Buy
1,755
+92
+6% +$10.5K 0.02% 299
2021
Q3 		$176K Sell
1,663
-200
-11% -$22.5K 0.02% 291
2021
Q2 		$214K Buy
1,863
+200
+12% +$23.3K 0.03% 270
2021
Q1 		$191K Buy
1,663
+51
+3% +$5.71K 0.03% 278
2020
Q4 		$161K Hold
1,612
– – 0.02% 284
2020
Q3 		$179K Buy
1,612
+48
+3% +$4.91K 0.03% 253
2020
Q2 		$136K Buy
1,564
+64
+4% +$4.85K 0.02% 287
2020
Q1 		$85.5K Hold
1,500
– – 0.02% 344
2019
Q4 		$132K Buy
+1,500
New +$115K 0.02% 325

Other funds holding BBY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return