Carson Wealth (CWM LLC)’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.52M | Sell |
148,256
-79,052
| -35% | -$5.19M | 0.03% | 575 |
|
|
2025
Q4 | $15.2M | Buy |
227,308
+43,466
| +24% | +$3.32M | 0.04% | 398 |
|
|
2025
Q3 | $13.9M | Buy |
183,842
+134,508
| +273% | +$9.65M | 0.04% | 371 |
|
|
2025
Q2 | $3.31M | Buy |
49,334
+27,259
| +123% | +$1.85M | 0.01% | 735 |
|
|
2025
Q1 | $1.63M | Sell |
22,075
-2,332
| -10% | -$192K | 0.01% | 903 |
|
|
2024
Q4 | $2.09M | Sell |
24,407
-1,942
| -7% | -$177K | 0.01% | 768 |
|
|
2024
Q3 | $2.72M | Buy |
26,349
+16,862
| +178% | +$1.52M | 0.01% | 607 |
|
|
2024
Q2 | $800K | Buy |
9,487
+6,030
| +174% | +$479K | ﹤0.01% | 1016 |
|
|
2024
Q1 | $284K | Buy |
3,457
+424
| +14% | +$32.3K | ﹤0.01% | 1359 |
|
|
2023
Q4 | $237K | Sell |
3,033
-31
| -1% | -$2.18K | ﹤0.01% | 1344 |
|
|
2023
Q3 | $213K | Buy |
3,064
+330
| +12% | +$25.5K | ﹤0.01% | 1286 |
|
|
2023
Q2 | $224K | Buy |
2,734
+316
| +13% | +$23.6K | ﹤0.01% | 1208 |
|
|
2023
Q1 | $189K | Buy |
2,418
+190
| +9% | +$15.7K | ﹤0.01% | 1213 |
|
|
2022
Q4 | $179K | Sell |
2,228
-884
| -28% | -$65.1K | ﹤0.01% | 1140 |
|
|
2022
Q3 | $197K | Buy |
3,112
+788
| +34% | +$58.4K | ﹤0.01% | 1060 |
|
|
2022
Q2 | $152K | Sell |
2,324
-563
| -20% | -$46.9K | ﹤0.01% | 1149 |
|
|
2022
Q1 | $262K | Buy |
2,887
+545
| +23% | +$54K | ﹤0.01% | 934 |
|
|
2021
Q4 | $238K | Buy |
+2,342
| New | +$267K | ﹤0.01% | 950 |
|
|
2021
Q2 | $3.39M | Hold |
29,515
| – | – | 0.03% | 334 |
|
|
2021
Q1 | $3.39M | Hold |
29,515
| – | – | 0.03% | 334 |
|
|
2020
Q4 | $3.39M | Hold |
29,515
| – | – | 0.03% | 334 |
|
|
2020
Q3 | $3.39M | Hold |
29,515
| – | – | 0.03% | 334 |
|
|
2020
Q2 | $3.39M | Hold |
29,515
| – | – | 0.03% | 334 |
|
|
2020
Q1 | $3.39M | Hold |
29,515
| – | – | 0.03% | 334 |
|
|
2019
Q4 | $3.39M | Hold |
29,515
| – | – | 0.03% | 334 |
|
|
2019
Q3 | $3.39M | Hold |
29,515
| – | – | 0.03% | 334 |
|
|
2019
Q2 | $3.39M | Hold |
29,515
| – | – | 0.03% | 334 |
|
|
2019
Q1 | $3.39M | Buy |
29,515
+29,269
| +11,898% | +$1.82M | 0.03% | 334 |
|
|
2018
Q4 | $13K | Buy |
246
+99
| +67% | +$6.47K | ﹤0.01% | 1244 |
|
|
2018
Q3 | $12K | Sell |
147
-2
| -1% | -$155 | ﹤0.01% | 1101 |
|
|
2018
Q2 | $11K | Buy |
149
+100
| +204% | +$7.39K | ﹤0.01% | 968 |
|
|
2018
Q1 | $3K | Hold |
49
| – | – | ﹤0.01% | 1081 |
|
|
2017
Q4 | $3K | Sell |
49
-15
| -23% | -$888 | ﹤0.01% | 1184 |
|
|
2017
Q3 | $4K | Sell |
64
-9
| -12% | -$516 | ﹤0.01% | 1120 |
|
|
2017
Q2 | $4K | Sell |
73
-1
| -1% | -$53 | ﹤0.01% | 904 |
|
|
2017
Q1 | $4K | Buy |
74
+16
| +28% | +$715 | ﹤0.01% | 890 |
|
|
2016
Q4 | $2K | Buy |
+58
| New | +$2.46K | ﹤0.01% | 967 |
|
|
2014
Q1 | – | Sell |
-274
| Closed | -$11K | – | 178 |
|
|
2013
Q4 | $11K | Buy |
274
+184
| +204% | +$7.55K | ﹤0.01% | 432 |
|
|
2013
Q3 | $3K | Buy |
+90
| New | +$2.99K | ﹤0.01% | 411 |
|
Other funds holding BBY
VCM
VPM
