Focused Wealth Management’s Best Buy BBY Stock Holding History

Focused Wealth Management’s Portfolio BBY Stock Details BBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-850	Closed	-$68.2K	–	1050
2022 Q4	$68.2K	Buy	850 +810	+2,025%	+$59.6K	0.01%	262
2022 Q3	$3K	Sell	40 -1	-2%	-$74	﹤0.01%	686
2022 Q2	$3K	Buy	41 +1	+3%	+$83	﹤0.01%	679
2022 Q1	$4K	Sell	40 -1,615	-98%	-$160K	﹤0.01%	698
2021 Q4	$168K	Buy	1,655 +280	+20%	+$31.9K	0.03%	195
2021 Q3	$145K	Hold	1,375	–	–	0.02%	220
2021 Q2	$158K	Buy	1,375 +400	+41%	+$46.7K	0.03%	205
2021 Q1	$112K	Hold	975	–	–	0.02%	259
2020 Q4	$97K	Buy	+975	New	+$109K	0.02%	271
2019 Q4	–	Sell	-1,900	Closed	-$131K	–	714
2019 Q3	$131K	Hold	1,900	–	–	0.04%	197
2019 Q2	$132K	Buy	+1,900	New	+$133K	0.04%	197
2018 Q2	–	Sell	-3,400	Closed	-$238K	–	665
2018 Q1	$238K	Hold	3,400	–	–	0.08%	129
2017 Q4	$233K	Buy	+3,400	New	+$201K	0.07%	135
2017 Q3	–	Sell	-3,400	Closed	-$195K	–	651
2017 Q2	$195K	Hold	3,400	–	–	0.07%	135
2017 Q1	$167K	Hold	3,400	–	–	0.07%	159
2016 Q4	$145K	Buy	+3,400	New	+$144K	0.06%	188
2014 Q2	–	Sell	-200	Closed	-$5K	–	666
2014 Q1	$5K	Buy	+200	New	+$5.48K	﹤0.01%	476

Other funds holding BBY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return