Creative Planning’s Barrett Business Services BBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
9,778
+4,085
| +72% | +$170K | ﹤0.01% | 2632 |
|
|
2025
Q1 | $234K | Buy |
+5,693
| New | +$234K | ﹤0.01% | 2933 |
|
|
2018
Q3 | – | Sell |
-9,516
| Closed | -$230K | – | 1940 |
|
|
2018
Q2 | $230K | Buy |
+9,516
| New | +$230K | ﹤0.01% | 1529 |
|
|
2017
Q3 | – | Sell |
-7,516
| Closed | -$108K | – | 2012 |
|
|
2017
Q2 | $108K | Hold |
7,516
| – | – | ﹤0.01% | 1916 |
|
|
2017
Q1 | $103K | Buy |
7,516
+7,000
| +1,357% | +$95.9K | ﹤0.01% | 1920 |
|
|
2016
Q4 | $8K | Hold |
516
| – | – | ﹤0.01% | 3605 |
|
|
2016
Q3 | $6K | Hold |
516
| – | – | ﹤0.01% | 3704 |
|
|
2016
Q2 | $5K | Hold |
516
| – | – | ﹤0.01% | 3545 |
|
|
2016
Q1 | $4K | Sell |
516
-1,084
| -68% | -$8.4K | ﹤0.01% | 3616 |
|
|
2015
Q4 | $17K | Hold |
1,600
| – | – | ﹤0.01% | 2905 |
|
|
2015
Q3 | $17K | Buy |
+1,600
| New | +$17K | ﹤0.01% | 2816 |
|
|
2015
Q2 | – | Sell |
-1,600
| Closed | -$17K | – | 1220 |
|
|
2015
Q1 | $17K | Hold |
1,600
| – | – | ﹤0.01% | 2802 |
|
|
2014
Q4 | $11K | Buy |
+1,600
| New | +$11K | ﹤0.01% | 3011 |
|
|
2014
Q2 | – | Sell |
-3,200
| Closed | -$48K | – | 3640 |
|
|
2014
Q1 | $48K | Buy |
3,200
+2,660
| +493% | +$39.9K | ﹤0.01% | 1811 |
|
|
2013
Q4 | $13K | Buy |
540
+340
| +170% | +$8.19K | ﹤0.01% | 2415 |
|
|
2013
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 2869 |
|
|
2013
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 2692 |
|