SeaCrest Wealth Management’s Best Buy BBY Stock Holding History

SeaCrest 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 Q1	–	Sell	-2,694	Closed	-$231K	–	660
2024 Q4	$231K	Buy	2,694 +19	+0.7%	+$1.73K	0.02%	578
2024 Q3	$276K	Buy	2,675 +118	+5%	+$10.6K	0.03%	514
2024 Q2	$216K	Buy	+2,557	New	+$203K	0.02%	563
2022 Q4	–	Sell	-9,413	Closed	-$596K	–	639
2022 Q3	$596K	Buy	9,413 +8,275	+727%	+$613K	0.09%	253
2022 Q2	$74K	Buy	+1,138	New	+$94.8K	0.01%	961
2020 Q4	–	Sell	-3,897	Closed	-$434K	–	624
2020 Q3	$434K	Sell	3,897 -1,304	-25%	-$133K	0.07%	281
2020 Q2	$454K	Buy	+5,201	New	+$394K	0.08%	267
2019 Q2	–	Sell	-368	Closed	-$26K	–	640
2019 Q1	$26K	Buy	368 +100	+37%	+$6.23K	﹤0.01%	1175
2018 Q4	$14K	Sell	268 -145	-35%	-$9.47K	﹤0.01%	1370
2018 Q3	$33K	Buy	413 +251	+155%	+$19.4K	0.01%	1173
2018 Q2	$12K	Buy	162 +150	+1,250%	+$11.1K	﹤0.01%	1538
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	2064
2017 Q4	$1K	Buy	+12	New	+$710	﹤0.01%	2075

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return