Wetzel Investment Advisors’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 | – | Sell |
-3,008
| Closed | -$224K | – | 126 |
|
|
2025
Q1 | $224K | Sell |
3,008
-323
| -10% | -$24.1K | 0.11% | 109 |
|
|
2024
Q4 | $289K | Sell |
3,331
-39
| -1% | -$3.38K | 0.14% | 97 |
|
|
2024
Q3 | $351K | Buy |
3,370
+369
| +12% | +$38.5K | 0.18% | 85 |
|
|
2024
Q2 | $246K | Sell |
3,001
-277
| -8% | -$22.7K | 0.14% | 102 |
|
|
2024
Q1 | $249K | Buy |
3,278
+354
| +12% | +$26.9K | 0.15% | 97 |
|
|
2023
Q4 | $229K | Buy |
+2,924
| New | +$229K | 0.14% | 100 |
|