MYIA
Mount Yale Investment Advisors’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45K | Buy |
+111
| New | +$7.45K | ﹤0.01% | 1177 |
|
|
2024
Q3 | – | Sell |
-66,060
| Closed | -$5.57M | – | 538 |
|
|
2024
Q2 | $5.57M | Sell |
66,060
-10,487
| -14% | -$884K | 0.44% | 40 |
|
|
2024
Q1 | $6.28M | Buy |
76,547
+1,858
| +2% | +$152K | 0.48% | 35 |
|
|
2023
Q4 | $5.85M | Sell |
74,689
-9,803
| -12% | -$767K | 0.56% | 31 |
|
|
2023
Q3 | $5.87M | Sell |
84,492
-1,744
| -2% | -$121K | 0.64% | 26 |
|
|
2023
Q2 | $7.07M | Sell |
86,236
-2,249
| -3% | -$184K | 0.75% | 13 |
|
|
2023
Q1 | $6.93M | Buy |
88,485
+764
| +0.9% | +$59.8K | 0.78% | 16 |
|
|
2022
Q4 | $7.04M | Buy |
87,721
+1,061
| +1% | +$85.1K | 0.8% | 21 |
|
|
2022
Q3 | $5.49M | Buy |
86,660
+2,780
| +3% | +$176K | 0.73% | 24 |
|
|
2022
Q2 | $5.47M | Buy |
83,880
+20,349
| +32% | +$1.33M | 0.69% | 31 |
|
|
2022
Q1 | $5.78M | Buy |
63,531
+11,159
| +21% | +$1.01M | 0.63% | 31 |
|
|
2021
Q4 | $5.32M | Buy |
52,372
+2,329
| +5% | +$237K | 0.55% | 39 |
|
|
2021
Q3 | $5.29M | Buy |
50,043
+1,819
| +4% | +$192K | 0.61% | 36 |
|
|
2021
Q2 | $5.55M | Sell |
48,224
-1,439
| -3% | -$165K | 0.67% | 33 |
|
|
2021
Q1 | $5.7M | Sell |
49,663
-3,059
| -6% | -$351K | 0.74% | 28 |
|
|
2020
Q4 | $5.26M | Sell |
52,722
-2,648
| -5% | -$264K | 0.74% | 28 |
|
|
2020
Q3 | $6.16M | Sell |
55,370
-10,514
| -16% | -$1.17M | 0.88% | 10 |
|
|
2020
Q2 | $5.75M | Buy |
+65,884
| New | +$5.75M | 1.03% | 13 |
|
|
2019
Q4 | – | Sell |
-102,021
| Closed | -$7.67M | – | 322 |
|
|
2019
Q3 | $7.67M | Sell |
102,021
-1,813
| -2% | -$136K | 1.37% | 16 |
|
|
2019
Q2 | $7.03M | Sell |
103,834
-10,166
| -9% | -$688K | 1.3% | 21 |
|
|
2019
Q1 | $8.1M | Buy |
114,000
+1,315
| +1% | +$93.4K | 1.52% | 12 |
|
|
2018
Q4 | $6.59M | Buy |
112,685
+10,662
| +10% | +$623K | 1.34% | 22 |
|
|
2018
Q3 | $7.43M | Buy |
102,023
+7,457
| +8% | +$543K | 1.3% | 19 |
|
|
2018
Q2 | $7.05M | Buy |
94,566
+4,501
| +5% | +$336K | 1.33% | 16 |
|
|
2018
Q1 | $6.3M | Buy |
+90,065
| New | +$6.3M | 1.35% | 15 |
|