Sequoia Financial Advisors’s Bath & Body Works BBWI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $273K | Buy |
+9,096
| New | +$273K | ﹤0.01% | 1302 |
|
2025
Q1 | – | Sell |
-9,149
| Closed | -$355K | – | 1365 |
|
2024
Q4 | $355K | Buy |
9,149
+2,635
| +40% | +$102K | ﹤0.01% | 941 |
|
2024
Q3 | $208K | Buy |
6,514
+847
| +15% | +$27K | ﹤0.01% | 1147 |
|
2024
Q2 | $221K | Buy |
5,667
+94
| +2% | +$3.67K | ﹤0.01% | 1045 |
|
2024
Q1 | $279K | Buy |
5,573
+121
| +2% | +$6.05K | ﹤0.01% | 888 |
|
2023
Q4 | $235K | Buy |
+5,452
| New | +$235K | ﹤0.01% | 1028 |
|
2023
Q3 | – | Sell |
-5,897
| Closed | -$221K | – | 961 |
|
2023
Q2 | $221K | Buy |
5,897
+271
| +5% | +$10.2K | ﹤0.01% | 822 |
|
2023
Q1 | $206K | Buy |
5,626
+28
| +0.5% | +$1.02K | ﹤0.01% | 754 |
|
2022
Q4 | $236K | Buy |
+5,598
| New | +$236K | 0.01% | 670 |
|
2022
Q2 | – | Sell |
-4,772
| Closed | -$228K | – | 601 |
|
2022
Q1 | $228K | Buy |
4,772
+62
| +1% | +$2.96K | 0.01% | 584 |
|
2021
Q4 | $329K | Buy |
4,710
+98
| +2% | +$6.85K | 0.01% | 422 |
|
2021
Q3 | $291K | Sell |
4,612
-1,134
| -20% | -$71.6K | 0.03% | 205 |
|
2021
Q2 | $335K | Buy |
5,746
+32
| +0.6% | +$1.87K | 0.01% | 352 |
|
2021
Q1 | $286K | Buy |
+5,714
| New | +$286K | 0.01% | 346 |
|