Advisor OS’s BJs Wholesale Club BJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
3,037
+510
| +20% | +$55K | 0.03% | 338 |
|
|
2025
Q1 | $288K | Buy |
2,527
+120
| +5% | +$13.7K | 0.03% | 334 |
|
|
2024
Q4 | $215K | Sell |
2,407
-1,367
| -36% | -$122K | 0.02% | 383 |
|
|
2024
Q3 | $311K | Sell |
3,774
-3,237
| -46% | -$267K | 0.03% | 319 |
|
|
2024
Q2 | $616K | Buy |
+7,011
| New | +$616K | 0.07% | 220 |
|