Moisand Fitzgerald Tamayo’s Bed Bath & Beyond BBBY Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio BBBY Stock Details BBBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$371	Hold	64	–	–	﹤0.01%	521
2026 Q1	$297	Hold	64	–	–	﹤0.01%	501
2025 Q4	$350	Sell	64 -6	-9%	-$44	﹤0.01%	498
2025 Q3	$627	Hold	70	–	–	﹤0.01%	551
2025 Q2	$441	Hold	70	–	–	﹤0.01%	558
2025 Q1	$372	Hold	70	–	–	﹤0.01%	565
2024 Q4	$316	Hold	70	–	–	﹤0.01%	579
2024 Q3	$646	Hold	70	–	–	﹤0.01%	582
2024 Q2	$838	Sell	70 -11	-14%	-$195	﹤0.01%	546
2024 Q1	$2.66K	Buy	81 +5	+7%	+$129	﹤0.01%	466
2023 Q4	$1.91K	Hold	76	–	–	﹤0.01%	547
2023 Q3	$1.09K	Hold	76	–	–	﹤0.01%	649
2023 Q2	$2.25K	Hold	76	–	–	﹤0.01%	530
2023 Q1	$1.4K	Buy	76 +6	+9%	+$112	﹤0.01%	620
2022 Q4	$1.24K	Hold	70	–	–	﹤0.01%	637
2022 Q3	$2K	Hold	70	–	–	﹤0.01%	475
2022 Q2	$2K	Buy	+70	New	+$2.1K	﹤0.01%	395

Other funds holding BBBY

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

J.E. Simmons & Co Dallas, Texas $177M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return