USA Financial Formulas’s Best Buy BBY Stock Holding History

USA Financial Formulas’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	-6,861	Closed	-$589K	–	285
2024 Q4	$589K	Buy	6,861 +1,220	+22%	+$111K	0.09%	90
2024 Q3	$583K	Buy	5,641 +3,163	+128%	+$285K	0.09%	84
2024 Q2	$209K	Buy	2,478 +1,868	+306%	+$148K	0.03%	160
2024 Q1	$50K	Buy	610 +413	+210%	+$31.4K	0.01%	238
2023 Q4	$15.4K	Buy	197 +146	+286%	+$10.3K	﹤0.01%	240
2023 Q3	$3.54K	Hold	51	–	–	0.01%	277
2023 Q2	$4.18K	Hold	51	–	–	0.01%	227
2023 Q1	$3.99K	Buy	+51	New	+$4.2K	0.01%	182
2022 Q1	–	Sell	-7	Closed	-$1K	–	358
2021 Q4	$1K	Sell	7 -36	-84%	-$4.1K	﹤0.01%	301
2021 Q3	$5K	Buy	43 +27	+169%	+$3.03K	﹤0.01%	264
2021 Q2	$2K	Sell	16 -27	-63%	-$3.15K	﹤0.01%	296
2021 Q1	$5K	Sell	43 -12	-22%	-$1.34K	﹤0.01%	233
2020 Q4	$5K	Buy	+55	New	+$6.15K	﹤0.01%	199
2019 Q1	–	Sell	-8,550	Closed	-$679K	–	141
2018 Q4	$679K	Buy	+8,550	New	+$559K	0.17%	94
2017 Q1	–	Sell	-13,232	Closed	-$565K	–	248
2016 Q4	$565K	Buy	+13,232	New	+$562K	0.14%	115

Other funds holding BBY

BlackRock New York $5.7T 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 $1.47T 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