Creative Planning’s Bed Bath & Beyond BBBY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$87.5K	Buy	+18,864	New	+$106K	﹤0.01%	3928
2021 Q2	–	Sell	-4,019	Closed	-$242K	–	2146
2021 Q1	$242K	Buy	+4,019	New	+$272K	﹤0.01%	1943
2019 Q3	–	Sell	-16,303	Closed	-$167K	–	2010
2019 Q2	$167K	Buy	+16,303	New	+$152K	﹤0.01%	1667
2019 Q1	–	Sell	-3,214	Closed	-$33K	–	1997
2018 Q4	$33K	Sell	3,214 -1,584	-33%	-$23.7K	﹤0.01%	1752
2018 Q3	$100K	Sell	4,798 -1,997	-29%	-$49.2K	﹤0.01%	1787
2018 Q2	$172K	Buy	6,795 +80	+1%	+$2.17K	﹤0.01%	1674
2018 Q1	$183K	Buy	+6,715	New	+$315K	﹤0.01%	1636
2016 Q2	–	Sell	-266	Closed	-$3K	–	4359
2016 Q1	$3K	Buy	+266	New	+$2.6K	﹤0.01%	3788
2014 Q4	–	Sell	-116	Closed	-$1K	–	4160
2014 Q3	$1K	Hold	116	–	–	﹤0.01%	3799
2014 Q2	$1K	Buy	+116	New	+$1.43K	﹤0.01%	3613