MWM
BBY icon

Moran Wealth Management’s Best Buy BBY Stock Holding History

Moran Wealth Management’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-89,218
Closed -$6.57M – 475
2025
Q1 		$6.57M Buy
89,218
+8,534
+11% +$704K 0.22% 138
2024
Q4 		$6.92M Buy
80,684
+18,255
+29% +$1.67M 0.22% 134
2024
Q3 		$6.45M Buy
+62,429
New +$5.62M 0.2% 142
2023
Q3 		– Sell
-4,061
Closed -$333K – 373
2023
Q2 		$333K Sell
4,061
-797
-16% -$59.5K 0.01% 334
2023
Q1 		$380K Sell
4,858
-70,650
-94% -$5.82M 0.01% 312
2022
Q4 		$6.06M Buy
+75,508
New +$5.56M 0.23% 128

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return