SVB Wealth’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.6M | Sell |
23,772
-16,290
| -41% | -$1.09M | 0.09% | 177 |
|
2025
Q1 | $2.95M | Sell |
40,062
-35,540
| -47% | -$2.62M | 0.12% | 96 |
|
2024
Q4 | $6.49M | Buy |
+75,602
| New | +$6.49M | 0.12% | 115 |
|
2024
Q3 | – | Sell |
-91,491
| Closed | -$7.71M | – | 78 |
|
2024
Q2 | $7.71M | Sell |
91,491
-3,325
| -4% | -$280K | 0.19% | 117 |
|
2024
Q1 | $7.78M | Sell |
94,816
-6,512
| -6% | -$534K | 0.17% | 130 |
|
2023
Q4 | $7.93M | Sell |
101,328
-41,549
| -29% | -$3.25M | 0.19% | 124 |
|
2023
Q3 | $9.93M | Sell |
142,877
-11,993
| -8% | -$833K | 0.22% | 104 |
|
2023
Q2 | $12.7M | Sell |
154,870
-31,904
| -17% | -$2.61M | 0.23% | 100 |
|
2023
Q1 | $14.6M | Sell |
186,774
-11,693
| -6% | -$915K | 0.2% | 97 |
|
2022
Q4 | $15.9M | Sell |
198,467
-10,814
| -5% | -$867K | 0.21% | 93 |
|
2022
Q3 | $13.3M | Sell |
209,281
-25,743
| -11% | -$1.63M | 0.19% | 94 |
|
2022
Q2 | $15.3M | Sell |
235,024
-63
| -0% | -$4.11K | 0.24% | 76 |
|
2022
Q1 | $21.4M | Buy |
235,087
+232,634
| +9,484% | +$21.1M | 0.29% | 68 |
|
2021
Q4 | $249K | Sell |
2,453
-7,560
| -76% | -$767K | ﹤0.01% | 631 |
|
2021
Q3 | $1.06M | Sell |
10,013
-441
| -4% | -$46.6K | 0.01% | 381 |
|
2021
Q2 | $1.2M | Buy |
10,454
+1,189
| +13% | +$137K | 0.02% | 353 |
|
2021
Q1 | $1.06M | Sell |
9,265
-1,354
| -13% | -$155K | 0.01% | 338 |
|
2020
Q4 | $1.06M | Sell |
10,619
-602
| -5% | -$60K | 0.02% | 320 |
|
2020
Q3 | $1.25M | Buy |
11,221
+2,287
| +26% | +$255K | 0.02% | 265 |
|
2020
Q2 | $780K | Buy |
+8,934
| New | +$780K | 0.01% | 303 |
|