Integrated Wealth Concepts’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 | $1.09M | Buy |
16,192
+7,847
| +94% | +$527K | 0.01% | 874 |
|
|
2025
Q1 | $614K | Buy |
8,345
+924
| +12% | +$68K | 0.01% | 1053 |
|
|
2024
Q4 | $637K | Sell |
7,421
-7,128
| -49% | -$612K | 0.01% | 1018 |
|
|
2024
Q3 | $1.5M | Buy |
14,549
+12,088
| +491% | +$1.25M | 0.02% | 642 |
|
|
2024
Q2 | $207K | Buy |
+2,461
| New | +$207K | ﹤0.01% | 1504 |
|
|
2022
Q4 | – | Sell |
-7,238
| Closed | -$458K | – | 1039 |
|
|
2022
Q3 | $458K | Buy |
+7,238
| New | +$458K | 0.01% | 613 |
|
|
2021
Q3 | – | Sell |
-3,124
| Closed | -$359K | – | 940 |
|
|
2021
Q2 | $359K | Buy |
3,124
+916
| +41% | +$105K | 0.01% | 612 |
|
|
2021
Q1 | $253K | Buy |
+2,208
| New | +$253K | 0.01% | 628 |
|