VWA
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Valued Wealth Advisors’s Best Buy BBY Stock Holding History

Valued Wealth Advisors’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
2026
Q1 		$10.7K Buy
164
+146
+811% +$9.59K ﹤0.01% 278
2025
Q4 		$1.19K Buy
18
+7
+64% +$534 ﹤0.01% 455
2025
Q3 		$878 Sell
11
-24
-69% -$1.72K ﹤0.01% 471
2025
Q2 		$2.35K Sell
35
-4
-10% -$272 ﹤0.01% 368
2025
Q1 		$2.91K Sell
39
-2
-5% -$165 ﹤0.01% 375
2024
Q4 		$3.54K Buy
41
+8
+24% +$730 ﹤0.01% 348
2024
Q3 		$3.43K Sell
33
-6
-15% -$541 ﹤0.01% 320
2024
Q2 		$3.31K Hold
39
– – ﹤0.01% 313
2024
Q1 		$3.22K Buy
39
+18
+86% +$1.37K ﹤0.01% 295
2023
Q4 		$1.48K Buy
+21
New +$1.48K ﹤0.01% 336

Other funds holding BBY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return