AE Wealth Management’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 | $3.52M | Buy |
32,629
+2,402
| +8% | +$259K | 0.03% | 417 |
|
|
2025
Q1 | $3.45M | Sell |
30,227
-930
| -3% | -$106K | 0.03% | 419 |
|
|
2024
Q4 | $2.78M | Buy |
31,157
+5,950
| +24% | +$532K | 0.02% | 458 |
|
|
2024
Q3 | $2.08M | Buy |
25,207
+5,947
| +31% | +$491K | 0.02% | 520 |
|
|
2024
Q2 | $1.69M | Buy |
19,260
+2,303
| +14% | +$202K | 0.02% | 561 |
|
|
2024
Q1 | $1.28M | Sell |
16,957
-525
| -3% | -$39.7K | 0.01% | 600 |
|
|
2023
Q4 | $1.13M | Buy |
17,482
+3,759
| +27% | +$243K | 0.01% | 1110 |
|
|
2023
Q3 | $979K | Buy |
13,723
+1,694
| +14% | +$121K | 0.01% | 1105 |
|
|
2023
Q2 | $758K | Buy |
12,029
+4,911
| +69% | +$309K | ﹤0.01% | 1194 |
|
|
2023
Q1 | $541K | Buy |
7,118
+1,956
| +38% | +$149K | ﹤0.01% | 1314 |
|
|
2022
Q4 | $342K | Buy |
5,162
+593
| +13% | +$39.2K | ﹤0.01% | 1452 |
|
|
2022
Q3 | $333K | Buy |
4,569
+1,052
| +30% | +$76.7K | ﹤0.01% | 1424 |
|
|
2022
Q2 | $219K | Sell |
3,517
-2,511
| -42% | -$156K | ﹤0.01% | 1563 |
|
|
2022
Q1 | $408K | Sell |
6,028
-17,175
| -74% | -$1.16M | ﹤0.01% | 1294 |
|
|
2021
Q4 | $1.55M | Buy |
23,203
+10,305
| +80% | +$690K | 0.01% | 777 |
|
|
2021
Q3 | $708K | Sell |
12,898
-1,289
| -9% | -$70.8K | 0.01% | 999 |
|
|
2021
Q2 | $675K | Sell |
14,187
-6,289
| -31% | -$299K | 0.01% | 1000 |
|
|
2021
Q1 | $919K | Buy |
20,476
+4,993
| +32% | +$224K | 0.01% | 798 |
|
|
2020
Q4 | $577K | Sell |
15,483
-185
| -1% | -$6.89K | 0.01% | 907 |
|
|
2020
Q3 | $651K | Sell |
15,668
-701
| -4% | -$29.1K | 0.01% | 766 |
|
|
2020
Q2 | $610K | Buy |
16,369
+2,018
| +14% | +$75.2K | 0.01% | 784 |
|
|
2020
Q1 | $366K | Buy |
+14,351
| New | +$366K | 0.01% | 801 |
|