EWM
Evercore Wealth Management’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
6,875
+1,550
| +29% | +$104K | 0.01% | 294 |
|
|
2025
Q1 | $392K | Buy |
5,325
+25
| +0.5% | +$1.84K | 0.01% | 302 |
|
|
2024
Q4 | $455K | Buy |
5,300
+45
| +0.9% | +$3.86K | 0.01% | 288 |
|
|
2024
Q3 | $543K | Buy |
5,255
+525
| +11% | +$54.2K | 0.01% | 267 |
|
|
2024
Q2 | $399K | Sell |
4,730
-2,230
| -32% | -$188K | 0.01% | 302 |
|
|
2024
Q1 | $571K | Sell |
6,960
-1,336
| -16% | -$110K | 0.01% | 265 |
|
|
2023
Q4 | $649K | Sell |
8,296
-1,488
| -15% | -$116K | 0.01% | 255 |
|
|
2023
Q3 | $680K | Sell |
9,784
-1,415
| -13% | -$98.3K | 0.01% | 238 |
|
|
2023
Q2 | $918K | Sell |
11,199
-8,289
| -43% | -$679K | 0.02% | 222 |
|
|
2023
Q1 | $1.53M | Sell |
19,488
-583,133
| -97% | -$45.6M | 0.03% | 172 |
|
|
2022
Q4 | $48.3M | Sell |
602,621
-11,172
| -2% | -$896K | 1.01% | 36 |
|
|
2022
Q3 | $38.9M | Sell |
613,793
-25,363
| -4% | -$1.61M | 0.88% | 38 |
|
|
2022
Q2 | $41.7M | Sell |
639,156
-13,579
| -2% | -$885K | 0.88% | 39 |
|
|
2022
Q1 | $59.3M | Buy |
652,735
+25,277
| +4% | +$2.3M | 1.05% | 34 |
|
|
2021
Q4 | $63.8M | Buy |
627,458
+27,340
| +5% | +$2.78M | 1.04% | 36 |
|
|
2021
Q3 | $63.4M | Buy |
600,118
+9,557
| +2% | +$1.01M | 1.15% | 32 |
|
|
2021
Q2 | $67.9M | Buy |
590,561
+60,006
| +11% | +$6.9M | 1.24% | 31 |
|
|
2021
Q1 | $60.9M | Buy |
530,555
+76,381
| +17% | +$8.77M | 1.21% | 31 |
|
|
2020
Q4 | $45.3M | Buy |
454,174
+38,463
| +9% | +$3.84M | 0.98% | 37 |
|
|
2020
Q3 | $46.3M | Sell |
415,711
-166,666
| -29% | -$18.5M | 1.13% | 34 |
|
|
2020
Q2 | $50.8M | Buy |
582,377
+12,722
| +2% | +$1.11M | 1.36% | 28 |
|
|
2020
Q1 | $32.5M | Buy |
569,655
+22,682
| +4% | +$1.29M | 1.07% | 34 |
|
|
2019
Q4 | $48M | Buy |
546,973
+30,526
| +6% | +$2.68M | 1.29% | 31 |
|
|
2019
Q3 | $35.6M | Buy |
+516,447
| New | +$35.6M | 1.05% | 36 |
|
|
2018
Q1 | – | Sell |
-205
| Closed | -$14K | – | 394 |
|
|
2017
Q4 | $14K | Hold |
205
| – | – | ﹤0.01% | 769 |
|
|
2017
Q3 | $12K | Hold |
205
| – | – | ﹤0.01% | 770 |
|
|
2017
Q2 | $12K | Buy |
+205
| New | +$12K | ﹤0.01% | 788 |
|
|
2016
Q4 | – | Sell |
-3,451
| Closed | -$132K | – | 1015 |
|
|
2016
Q3 | $132K | Buy |
3,451
+1,497
| +77% | +$57.3K | 0.01% | 441 |
|
|
2016
Q2 | $60K | Buy |
+1,954
| New | +$60K | ﹤0.01% | 543 |
|
|
2014
Q2 | – | Sell |
-418
| Closed | -$11K | – | 1005 |
|
|
2014
Q1 | $11K | Hold |
418
| – | – | ﹤0.01% | 812 |
|
|
2013
Q4 | $17K | Hold |
418
| – | – | ﹤0.01% | 701 |
|
|
2013
Q3 | $16K | Hold |
418
| – | – | ﹤0.01% | 708 |
|
|
2013
Q2 | $11K | Buy |
+418
| New | +$11K | ﹤0.01% | 715 |
|