EWM
Empirical Wealth Management’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,115
| Closed | -$684K | – | 569 |
|
|
2024
Q2 | $684K | Buy |
+8,115
| New | +$684K | 0.02% | 298 |
|
|
2023
Q2 | – | Sell |
-2,579
| Closed | -$202K | – | 465 |
|
|
2023
Q1 | $202K | Sell |
2,579
-85
| -3% | -$6.65K | 0.01% | 446 |
|
|
2022
Q4 | $214K | Buy |
+2,664
| New | +$214K | 0.01% | 428 |
|
|
2022
Q2 | – | Sell |
-6,078
| Closed | -$552K | – | 468 |
|
|
2022
Q1 | $552K | Sell |
6,078
-5,120
| -46% | -$465K | 0.03% | 313 |
|
|
2021
Q4 | $1.14M | Sell |
11,198
-5,259
| -32% | -$534K | 0.06% | 190 |
|
|
2021
Q3 | $1.74M | Buy |
16,457
+3,198
| +24% | +$338K | 0.1% | 127 |
|
|
2021
Q2 | $1.53M | Buy |
13,259
+1,736
| +15% | +$200K | 0.09% | 135 |
|
|
2021
Q1 | $1.32M | Buy |
11,523
+652
| +6% | +$74.9K | 0.11% | 129 |
|
|
2020
Q4 | $1.09M | Buy |
10,871
+1,262
| +13% | +$126K | 0.08% | 142 |
|
|
2020
Q3 | $1.07M | Sell |
9,609
-68
| -0.7% | -$7.57K | 0.09% | 134 |
|
|
2020
Q2 | $845K | Buy |
9,677
+4,068
| +73% | +$355K | 0.08% | 143 |
|
|
2020
Q1 | $320K | Buy |
5,609
+1,608
| +40% | +$91.7K | 0.04% | 241 |
|
|
2019
Q4 | $351K | Buy |
+4,001
| New | +$351K | 0.04% | 230 |
|