Allworth Financial’s BJs Wholesale Club BJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $148K | Buy |
1,505
+648
| +76% | +$62.5K | ﹤0.01% | 1590 |
|
|
2025
Q4 | $77.2K | Sell |
857
-102
| -11% | -$9.36K | ﹤0.01% | 1918 |
|
|
2025
Q3 | $89.5K | Buy |
959
+223
| +30% | +$22.8K | ﹤0.01% | 1752 |
|
|
2025
Q2 | $79.3K | Buy |
736
+52
| +8% | +$5.92K | ﹤0.01% | 1674 |
|
|
2025
Q1 | $77K | Buy |
684
+52
| +8% | +$5.36K | ﹤0.01% | 1361 |
|
|
2024
Q4 | $60.1K | Buy |
632
+61
| +11% | +$5.51K | ﹤0.01% | 1490 |
|
|
2024
Q3 | $47.1K | Sell |
571
-4
| -0.7% | -$338 | ﹤0.01% | 1442 |
|
|
2024
Q2 | $51.3K | Buy |
575
+243
| +73% | +$19.7K | ﹤0.01% | 1377 |
|
|
2024
Q1 | $25.1K | Buy |
332
+20
| +6% | +$1.39K | ﹤0.01% | 1640 |
|
|
2023
Q4 | $20.8K | Buy |
312
+62
| +25% | +$4.2K | ﹤0.01% | 1630 |
|
|
2023
Q3 | $17.8K | Sell |
250
-46
| -16% | -$3.1K | ﹤0.01% | 1600 |
|
|
2023
Q2 | $18.7K | Sell |
296
-33
| -10% | -$2.28K | ﹤0.01% | 1586 |
|
|
2023
Q1 | $25K | Buy |
329
+96
| +41% | +$6.97K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $15.4K | Sell |
233
-17
| -7% | -$1.23K | ﹤0.01% | 1503 |
|
|
2022
Q3 | $18K | Buy |
250
+17
| +7% | +$1.22K | ﹤0.01% | 1331 |
|
|
2022
Q2 | $15K | Buy |
233
+230
| +7,667% | +$14.5K | ﹤0.01% | 1352 |
|
|
2022
Q1 | $0 | Sell |
3
-123
| -98% | -$7.72K | ﹤0.01% | 2121 |
|
|
2021
Q4 | $8K | Buy |
+126
| New | +$7.87K | ﹤0.01% | 1454 |
|
|
2021
Q2 | – | Sell |
-19
| Closed | -$1K | – | 1551 |
|
|
2021
Q1 | $1K | Buy |
+19
| New | +$797 | ﹤0.01% | 1368 |
|
|
2020
Q2 | – | Sell |
-19
| Closed | – | – | 1185 |
|
|
2020
Q1 | $0 | Buy |
+19
| New | +$427 | ﹤0.01% | 1230 |
|
Other funds holding BJ
VPM
VCM
RRAM
