Venturi Wealth Management’s Best Buy BBY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,352
Closed -$116K 693
2024
Q4
$116K Sell
1,352
-4,723
-78% -$405K 0.01% 712
2024
Q3
$628K Buy
6,075
+226
+4% +$23.3K 0.03% 253
2024
Q2
$493K Buy
5,849
+1,475
+34% +$124K 0.03% 285
2024
Q1
$359K Buy
4,374
+4,306
+6,332% +$353K 0.02% 296
2023
Q4
$5.32K Sell
68
-8
-11% -$626 ﹤0.01% 1018
2023
Q3
$5.28K Sell
76
-14,453
-99% -$1M ﹤0.01% 963
2023
Q2
$1.19M Buy
14,529
+821
+6% +$67.3K 0.1% 120
2023
Q1
$1.07M Sell
13,708
-786
-5% -$61.5K 0.09% 146
2022
Q4
$1.16M Buy
14,494
+702
+5% +$56.3K 0.1% 142
2022
Q3
$874K Buy
13,792
+1,604
+13% +$102K 0.08% 153
2022
Q2
$795K Buy
12,188
+278
+2% +$18.1K 0.07% 174
2022
Q1
$1.08M Buy
11,910
+1,580
+15% +$144K 0.08% 143
2021
Q4
$1.05M Sell
10,330
-169
-2% -$17.2K 0.08% 159
2021
Q3
$1.11M Sell
10,499
-873
-8% -$92.3K 0.09% 138
2021
Q2
$1.31M Buy
11,372
+341
+3% +$39.2K 0.12% 125
2021
Q1
$1.27M Sell
11,031
-946
-8% -$109K 0.12% 123
2020
Q4
$1.2M Buy
11,977
+681
+6% +$67.9K 0.12% 122
2020
Q3
$1.26M Buy
11,296
+2,870
+34% +$319K 0.15% 102
2020
Q2
$735K Buy
8,426
+2,944
+54% +$257K 0.1% 129
2020
Q1
$312K Buy
+5,482
New +$312K 0.05% 181