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Carolinas Wealth Consulting’s Best Buy BBY Stock Holding History

Carolinas Wealth Consulting’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
-44
Closed -$3.24K – 88
2025
Q1 		$3.24K Buy
44
+6
+16% +$495 ﹤0.01% 684
2024
Q4 		$3.3K Sell
38
-3
-7% -$274 ﹤0.01% 716
2024
Q3 		$4.27K Hold
41
– – ﹤0.01% 690
2024
Q2 		$3.46K Buy
41
+7
+21% +$556 ﹤0.01% 706
2024
Q1 		$2.81K Buy
34
+16
+89% +$1.22K ﹤0.01% 737
2023
Q4 		$1.41K Buy
18
+13
+260% +$915 ﹤0.01% 784
2023
Q3 		$334 Hold
5
– – ﹤0.01% 974
2023
Q2 		$414 Hold
5
– – ﹤0.01% 1026
2023
Q1 		$396 Sell
5
-3
-38% -$247 ﹤0.01% 1018
2022
Q4 		$646 Buy
8
+3
+60% +$221 ﹤0.01% 963
2022
Q3 		$0 Hold
5
– – ﹤0.01% 879
2022
Q2 		$0 Hold
5
– – ﹤0.01% 887
2022
Q1 		$0 Hold
5
– – ﹤0.01% 914
2021
Q4 		$1K Sell
5
-15
-75% -$1.71K ﹤0.01% 861
2021
Q3 		$2K Sell
20
-110
-85% -$12.4K ﹤0.01% 774
2021
Q2 		$15K Buy
130
+110
+550% +$12.8K ﹤0.01% 547
2021
Q1 		$2K Hold
20
– – ﹤0.01% 796
2020
Q4 		$2K Hold
20
– – ﹤0.01% 729
2020
Q3 		$2K Buy
20
+15
+300% +$1.53K ﹤0.01% 680
2020
Q2 		$0 Buy
+5
New +$379 ﹤0.01% 657

Other funds holding BBY

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $1.02T AUM 30.18% 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

Carolinas Wealth Consulting's BBY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Best Buy (BBY) in Q2 2025, closing a stake of 44 shares — an estimated $3.24K sold.

Carolinas Wealth Consulting first reported a position in BBY in Q2 2020 and held it in 20 quarters. The position peaked at $15K in Q2 2021. 814 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Best Buy position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 44 Best Buy shares in Q2 2025, an estimated $3.24K.
  • Carolinas Wealth Consulting first reported a position in Best Buy in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Best Buy position peaked at $15K in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.