Sequoia Financial Advisors’s Bath & Body Works BBWI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$634K	Buy	33,934 +18,244	+116%	+$394K	﹤0.01%	1130
2025 Q4	$315K	Buy	15,690 +4,212	+37%	+$93K	﹤0.01%	1536
2025 Q3	$296K	Buy	11,478 +2,382	+26%	+$70.6K	﹤0.01%	1403
2025 Q2	$273K	Buy	+9,096	New	+$266K	﹤0.01%	1314
2025 Q1	–	Sell	-9,149	Closed	-$355K	–	1383
2024 Q4	$355K	Buy	9,149 +2,635	+40%	+$88.1K	﹤0.01%	947
2024 Q3	$208K	Buy	6,514 +847	+15%	+$28.1K	﹤0.01%	1150
2024 Q2	$221K	Buy	5,667 +94	+2%	+$4.32K	﹤0.01%	1049
2024 Q1	$279K	Buy	5,573 +121	+2%	+$5.43K	﹤0.01%	892
2023 Q4	$235K	Buy	+5,452	New	+$184K	﹤0.01%	1031
2023 Q3	–	Sell	-5,897	Closed	-$221K	–	968
2023 Q2	$221K	Buy	5,897 +271	+5%	+$9.91K	﹤0.01%	824
2023 Q1	$206K	Buy	5,626 +28	+0.5%	+$1.17K	﹤0.01%	757
2022 Q4	$236K	Buy	+5,598	New	+$209K	0.01%	671
2022 Q2	–	Sell	-4,772	Closed	-$228K	–	601
2022 Q1	$228K	Buy	4,772 +62	+1%	+$3.35K	0.01%	584
2021 Q4	$329K	Buy	4,710 +98	+2%	+$6.96K	0.01%	422
2021 Q3	$291K	Sell	4,612 -1,134	-20%	-$72.1K	0.03%	205
2021 Q2	$335K	Buy	5,746 +32	+0.6%	+$1.73K	0.01%	352
2021 Q1	$286K	Buy	+5,714	New	+$235K	0.01%	346