SWA
SOA Wealth Advisors’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37K | Sell |
551
-424
| -43% | -$28.5K | 0.01% | 414 |
|
|
2025
Q1 | $71.8K | Sell |
975
-14
| -1% | -$1.03K | 0.02% | 294 |
|
|
2024
Q4 | $84.9K | Sell |
989
-57
| -5% | -$4.89K | 0.02% | 268 |
|
|
2024
Q3 | $108K | Sell |
1,046
-64
| -6% | -$6.61K | 0.02% | 244 |
|
|
2024
Q2 | $93.5K | Sell |
1,110
-1,191
| -52% | -$100K | 0.02% | 253 |
|
|
2024
Q1 | $189K | Sell |
2,301
-303
| -12% | -$24.9K | 0.04% | 188 |
|
|
2023
Q4 | $204K | Sell |
2,604
-1,423
| -35% | -$111K | 0.05% | 173 |
|
|
2023
Q3 | $280K | Sell |
4,027
-3,942
| -49% | -$274K | 0.07% | 134 |
|
|
2023
Q2 | $653K | Sell |
7,969
-7,523
| -49% | -$616K | 0.15% | 76 |
|
|
2023
Q1 | $1.21M | Sell |
15,492
-218
| -1% | -$17.1K | 0.3% | 58 |
|
|
2022
Q4 | $1.26M | Sell |
15,710
-323
| -2% | -$25.9K | 0.34% | 56 |
|
|
2022
Q3 | $1.02M | Buy |
16,033
+738
| +5% | +$46.7K | 0.31% | 59 |
|
|
2022
Q2 | $997K | Buy |
15,295
+914
| +6% | +$59.6K | 0.29% | 59 |
|
|
2022
Q1 | $1.31M | Buy |
14,381
+11,614
| +420% | +$1.06M | 0.32% | 61 |
|
|
2021
Q4 | $281K | Buy |
2,767
+745
| +37% | +$75.7K | 0.07% | 134 |
|
|
2021
Q3 | $213K | Buy |
2,022
+400
| +25% | +$42.1K | 0.05% | 148 |
|
|
2021
Q2 | $186K | Buy |
1,622
+1,469
| +960% | +$168K | 0.05% | 157 |
|
|
2021
Q1 | $17K | Buy |
153
+150
| +5,000% | +$16.7K | ﹤0.01% | 428 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 790 |
|