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Cherry Tree Wealth Management’s Best Buy BBY Stock Holding History

Cherry Tree Wealth Management’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
2026
Q1 		$6.42K Hold
100
– – ﹤0.01% 465
2025
Q4 		$6.7K Hold
100
– – ﹤0.01% 463
2025
Q3 		$7.57K Hold
100
– – ﹤0.01% 438
2025
Q2 		$6.72K Hold
100
– – ﹤0.01% 452
2025
Q1 		$7.37K Hold
100
– – ﹤0.01% 480
2024
Q4 		$8.59K Hold
100
– – ﹤0.01% 434
2024
Q3 		$10.3K Hold
100
– – ﹤0.01% 411
2024
Q2 		$8.43K Hold
100
– – ﹤0.01% 414
2024
Q1 		$8.21K Hold
100
– – ﹤0.01% 396
2023
Q4 		$7.83K Hold
100
– – ﹤0.01% 388
2023
Q3 		$6.95K Sell
100
-3
-3% -$232 ﹤0.01% 376
2023
Q2 		$8.45K Buy
+103
New +$7.69K ﹤0.01% 349

Other funds holding BBY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return