GeoWealth Management’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.2K | Sell |
584
-2,442
| -81% | -$164K | ﹤0.01% | 982 |
|
|
2025
Q1 | $223K | Sell |
3,026
-595
| -16% | -$43.8K | 0.01% | 632 |
|
|
2024
Q4 | $311K | Sell |
3,621
-4,466
| -55% | -$383K | 0.01% | 613 |
|
|
2024
Q3 | $835K | Buy |
8,087
+949
| +13% | +$98K | 0.03% | 347 |
|
|
2024
Q2 | $602K | Buy |
7,138
+5,367
| +303% | +$452K | 0.03% | 383 |
|
|
2024
Q1 | $145K | Buy |
1,771
+644
| +57% | +$52.8K | 0.01% | 739 |
|
|
2023
Q4 | $89K | Buy |
+1,127
| New | +$89K | 0.01% | 594 |
|
|
2022
Q3 | – | Sell |
-216
| Closed | -$14K | – | 344 |
|
|
2022
Q2 | $14K | Buy |
216
+22
| +11% | +$1.43K | ﹤0.01% | 317 |
|
|
2022
Q1 | $17K | Buy |
194
+32
| +20% | +$2.8K | ﹤0.01% | 375 |
|
|
2021
Q4 | $16K | Buy |
162
+3
| +2% | +$296 | ﹤0.01% | 361 |
|
|
2021
Q3 | $17K | Sell |
159
-441
| -74% | -$47.2K | ﹤0.01% | 376 |
|
|
2021
Q2 | $69K | Buy |
+600
| New | +$69K | 0.01% | 233 |
|