Laird Norton Wetherby Wealth Management’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
+6,708
| New | +$450K | 0.02% | 597 |
|
|
2024
Q4 | $720K | Buy |
8,391
+243
| +3% | +$20.8K | 0.03% | 423 |
|
|
2024
Q3 | $842K | Sell |
8,148
-325
| -4% | -$33.6K | 0.04% | 399 |
|
|
2024
Q2 | $714K | Buy |
8,473
+781
| +10% | +$65.8K | 0.03% | 429 |
|
|
2024
Q1 | $631K | Sell |
7,692
-113
| -1% | -$9.27K | 0.03% | 486 |
|
|
2023
Q4 | $611K | Sell |
7,805
-2,394
| -23% | -$187K | 0.03% | 478 |
|
|
2023
Q3 | $709K | Buy |
10,199
+481
| +5% | +$33.4K | 0.04% | 418 |
|
|
2023
Q2 | $796K | Buy |
9,718
+1,130
| +13% | +$92.6K | 0.04% | 396 |
|
|
2023
Q1 | $672K | Sell |
8,588
-725
| -8% | -$56.7K | 0.04% | 433 |
|
|
2022
Q4 | $747K | Sell |
9,313
-1,747
| -16% | -$140K | 0.05% | 391 |
|
|
2022
Q3 | $701K | Buy |
11,060
+975
| +10% | +$61.8K | 0.05% | 375 |
|
|
2022
Q2 | $657K | Buy |
10,085
+219
| +2% | +$14.3K | 0.04% | 401 |
|
|
2022
Q1 | $897K | Buy |
9,866
+1,418
| +17% | +$129K | 0.05% | 341 |
|
|
2021
Q4 | $858K | Sell |
8,448
-120
| -1% | -$12.2K | 0.05% | 347 |
|
|
2021
Q3 | $905K | Buy |
8,568
+332
| +4% | +$35.1K | 0.06% | 325 |
|
|
2021
Q2 | $947K | Buy |
8,236
+2,745
| +50% | +$316K | 0.06% | 315 |
|
|
2021
Q1 | $630K | Sell |
5,491
-2,182
| -28% | -$250K | 0.05% | 372 |
|
|
2020
Q4 | $765K | Buy |
7,673
+2,204
| +40% | +$220K | 0.05% | 340 |
|
|
2020
Q3 | $609K | Buy |
5,469
+66
| +1% | +$7.35K | 0.05% | 331 |
|
|
2020
Q2 | $472K | Buy |
5,403
+1,154
| +27% | +$101K | 0.04% | 373 |
|
|
2020
Q1 | $242K | Buy |
4,249
+274
| +7% | +$15.6K | 0.03% | 516 |
|
|
2019
Q4 | $349K | Buy |
3,975
+231
| +6% | +$20.3K | 0.03% | 492 |
|
|
2019
Q3 | $258K | Buy |
3,744
+58
| +2% | +$4K | 0.03% | 587 |
|
|
2019
Q2 | $257K | Buy |
3,686
+138
| +4% | +$9.62K | 0.03% | 580 |
|
|
2019
Q1 | $252K | Buy |
+3,548
| New | +$252K | 0.03% | 561 |
|
|
2018
Q4 | – | Sell |
-3,213
| Closed | -$255K | – | 641 |
|
|
2018
Q3 | $255K | Buy |
3,213
+54
| +2% | +$4.29K | 0.03% | 550 |
|
|
2018
Q2 | $236K | Buy |
3,159
+9
| +0.3% | +$672 | 0.03% | 545 |
|
|
2018
Q1 | $220K | Sell |
3,150
-742
| -19% | -$51.8K | 0.03% | 579 |
|
|
2017
Q4 | $266K | Buy |
+3,892
| New | +$266K | 0.04% | 501 |
|