Evercore Wealth Management’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $455K | Buy |
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|
2024
Q3 | $543K | Buy |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $571K | Sell |
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $680K | Sell |
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|
2023
Q2 | $918K | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $48.3M | Sell |
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|
2022
Q3 | $38.9M | Sell |
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|
2022
Q2 | $41.7M | Sell |
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|
2022
Q1 | $59.3M | Buy |
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|
2021
Q4 | $63.8M | Buy |
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|
2021
Q3 | $63.4M | Buy |
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|
2021
Q2 | $67.9M | Buy |
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|
2021
Q1 | $60.9M | Buy |
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|
2020
Q4 | $45.3M | Buy |
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|
2020
Q3 | $46.3M | Sell |
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|
2020
Q2 | $50.8M | Buy |
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|
2020
Q1 | $32.5M | Buy |
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|
2019
Q4 | $48M | Buy |
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|
2019
Q3 | $35.6M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $12K | Hold |
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|
2017
Q2 | $12K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $132K | Buy |
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|
2016
Q2 | $60K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $11K | Hold |
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|
2013
Q4 | $17K | Hold |
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|
2013
Q3 | $16K | Hold |
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|
2013
Q2 | $11K | Buy |
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