Plante Moran Financial Advisors’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5
| Closed | -$429 | – | 803 |
|
|
2024
Q4 | $429 | Hold |
5
| – | – | ﹤0.01% | 862 |
|
|
2024
Q3 | $517 | Buy |
+5
| New | +$450 | ﹤0.01% | 819 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 852 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 821 |
|
|
2023
Q2 | – | Sell |
-200
| Closed | -$15.7K | – | 796 |
|
|
2023
Q1 | $15.7K | Buy |
+200
| New | +$16.5K | ﹤0.01% | 500 |
|
|
2022
Q1 | – | Sell |
-487
| Closed | -$49K | – | 817 |
|
|
2021
Q4 | $49K | Buy |
487
+152
| +45% | +$17.3K | 0.01% | 365 |
|
|
2021
Q3 | $35K | Hold |
335
| – | – | 0.01% | 446 |
|
|
2021
Q2 | $39K | Sell |
335
-12
| -3% | -$1.4K | 0.01% | 422 |
|
|
2021
Q1 | $40K | Sell |
347
-128
| -27% | -$14.3K | 0.01% | 406 |
|
|
2020
Q4 | $47K | Hold |
475
| – | – | 0.01% | 369 |
|
|
2020
Q3 | $53K | Buy |
475
+260
| +121% | +$26.6K | 0.02% | 310 |
|
|
2020
Q2 | $19K | Buy |
+215
| New | +$16.3K | 0.01% | 435 |
|
|
2019
Q4 | – | Sell |
-45
| Closed | -$3K | – | 754 |
|
|
2019
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 728 |
|
|
2019
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 687 |
|
|
2019
Q1 | $3K | Sell |
45
-46
| -51% | -$2.87K | ﹤0.01% | 676 |
|
|
2018
Q4 | $5K | Buy |
+91
| New | +$5.95K | ﹤0.01% | 588 |
|
|
2018
Q2 | – | Sell |
-35
| Closed | -$2K | – | 820 |
|
|
2018
Q1 | $2K | Buy |
+35
| New | +$2.52K | ﹤0.01% | 818 |
|
|
2017
Q1 | – | Sell |
-290
| Closed | -$12K | – | 885 |
|
|
2016
Q4 | $12K | Buy |
+290
| New | +$12.3K | 0.01% | 555 |
|
|
2016
Q3 | – | Sell |
-66
| Closed | -$2K | – | 936 |
|
|
2016
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 781 |
|
|
2016
Q1 | $2K | Sell |
66
-19
| -22% | -$576 | ﹤0.01% | 706 |
|
|
2015
Q4 | $3K | Sell |
85
-35
| -29% | -$1.16K | ﹤0.01% | 809 |
|
|
2015
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 604 |
|
|
2015
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 638 |
|
|
2015
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 605 |
|
|
2014
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 651 |
|
|
2014
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 696 |
|
|
2014
Q2 | $4K | Buy |
+120
| New | +$3.23K | ﹤0.01% | 688 |
|
|
2014
Q1 | – | Sell |
-150
| Closed | -$6K | – | 623 |
|
|
2013
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 513 |
|
|
2013
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 457 |
|
|
2013
Q2 | $4K | Buy |
+150
| New | +$3.87K | ﹤0.01% | 456 |
|
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