J.P. Morgan Private Wealth Advisors’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.04M | Buy |
+14,959
| New | +$1.04M | ﹤0.01% | 957 |
|
|
2023
Q2 | – | Sell |
-17,589
| Closed | -$1.38M | – | 1516 |
|
|
2023
Q1 | $1.38M | Buy |
17,589
+5,831
| +50% | +$456K | ﹤0.01% | 1028 |
|
|
2022
Q4 | $943K | Sell |
11,758
-958
| -8% | -$76.8K | ﹤0.01% | 1173 |
|
|
2022
Q3 | $805K | Buy |
12,716
+4,000
| +46% | +$253K | ﹤0.01% | 1237 |
|
|
2022
Q2 | $568K | Buy |
8,716
+832
| +11% | +$54.2K | ﹤0.01% | 1406 |
|
|
2022
Q1 | $717K | Sell |
7,884
-1,500
| -16% | -$136K | ﹤0.01% | 1366 |
|
|
2021
Q4 | $953K | Buy |
9,384
+208
| +2% | +$21.1K | ﹤0.01% | 1263 |
|
|
2021
Q3 | $970K | Buy |
9,176
+1,788
| +24% | +$189K | ﹤0.01% | 1221 |
|
|
2021
Q2 | $850K | Buy |
7,388
+2,324
| +46% | +$267K | ﹤0.01% | 1269 |
|
|
2021
Q1 | $581K | Sell |
5,064
-564
| -10% | -$64.7K | ﹤0.01% | 1252 |
|
|
2020
Q4 | $562K | Buy |
5,628
+514
| +10% | +$51.3K | ﹤0.01% | 1248 |
|
|
2020
Q3 | $569K | Buy |
5,114
+1,327
| +35% | +$148K | ﹤0.01% | 1102 |
|
|
2020
Q2 | $331K | Sell |
3,787
-9,736
| -72% | -$851K | ﹤0.01% | 1261 |
|
|
2020
Q1 | $770K | Buy |
13,523
+1,077
| +9% | +$61.3K | ﹤0.01% | 793 |
|
|
2019
Q4 | $1.09M | Sell |
12,446
-6,323
| -34% | -$555K | 0.01% | 770 |
|
|
2019
Q3 | $1.3M | Buy |
18,769
+3,004
| +19% | +$207K | 0.01% | 684 |
|
|
2019
Q2 | $1.1M | Sell |
15,765
-384
| -2% | -$26.8K | 0.01% | 722 |
|
|
2019
Q1 | $1.15M | Sell |
16,149
-1,140
| -7% | -$81K | 0.01% | 747 |
|
|
2018
Q4 | $916K | Buy |
17,289
+5,626
| +48% | +$298K | 0.01% | 774 |
|
|
2018
Q3 | $926K | Buy |
11,663
+1,517
| +15% | +$120K | ﹤0.01% | 847 |
|
|
2018
Q2 | $757K | Buy |
10,146
+534
| +6% | +$39.8K | ﹤0.01% | 866 |
|
|
2018
Q1 | $673K | Sell |
9,612
-3,747
| -28% | -$262K | ﹤0.01% | 777 |
|
|
2017
Q4 | $916K | Buy |
13,359
+1,441
| +12% | +$98.8K | 0.01% | 682 |
|
|
2017
Q3 | $679K | Sell |
11,918
-3,011
| -20% | -$172K | ﹤0.01% | 743 |
|
|
2017
Q2 | $856K | Sell |
14,929
-5,137
| -26% | -$295K | 0.01% | 658 |
|
|
2017
Q1 | $986K | Buy |
20,066
+3,992
| +25% | +$196K | 0.01% | 634 |
|
|
2016
Q4 | $686K | Buy |
16,074
+4,717
| +42% | +$201K | 0.01% | 704 |
|
|
2016
Q3 | $433K | Sell |
11,357
-167
| -1% | -$6.37K | ﹤0.01% | 836 |
|
|
2016
Q2 | $353K | Buy |
+11,524
| New | +$353K | ﹤0.01% | 905 |
|
|
2016
Q1 | – | Sell |
-192,392
| Closed | -$5.86M | – | 1244 |
|
|
2015
Q4 | $5.86M | Buy |
+192,392
| New | +$5.86M | 0.06% | 225 |
|