American Trust Investment Advisors’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 | $627K | Hold |
5,815
| – | – | 0.32% | 48 |
|
|
2025
Q1 | $663K | Hold |
5,815
| – | – | 0.28% | 72 |
|
|
2024
Q4 | $520K | Sell |
5,815
-10,349
| -64% | -$925K | 0.21% | 79 |
|
|
2024
Q3 | $1.33M | Buy |
16,164
+2,395
| +17% | +$198K | 0.55% | 39 |
|
|
2024
Q2 | $1.21M | Buy |
13,769
+350
| +3% | +$30.7K | 0.59% | 39 |
|
|
2024
Q1 | $1.02M | Buy |
13,419
+2,373
| +21% | +$180K | 0.48% | 41 |
|
|
2023
Q4 | $736K | Buy |
11,046
+306
| +3% | +$20.4K | 0.38% | 44 |
|
|
2023
Q3 | $767K | Buy |
10,740
+1,493
| +16% | +$107K | 0.42% | 43 |
|
|
2023
Q2 | $583K | Buy |
9,247
+80
| +0.9% | +$5.04K | 0.33% | 49 |
|
|
2023
Q1 | $697K | Sell |
9,167
-130
| -1% | -$9.89K | 0.42% | 46 |
|
|
2022
Q4 | $615K | Hold |
9,297
| – | – | 0.39% | 47 |
|
|
2022
Q3 | $677K | Sell |
9,297
-100
| -1% | -$7.28K | 0.43% | 48 |
|
|
2022
Q2 | $586K | Buy |
9,397
+170
| +2% | +$10.6K | 0.37% | 50 |
|
|
2022
Q1 | $624K | Sell |
9,227
-43,170
| -82% | -$2.92M | 0.32% | 56 |
|
|
2021
Q4 | $3.51M | Sell |
52,397
-173
| -0.3% | -$11.6K | 1.75% | 25 |
|
|
2021
Q3 | $2.89M | Sell |
52,570
-350
| -0.7% | -$19.2K | 1.63% | 30 |
|
|
2021
Q2 | $2.52M | Buy |
52,920
+45
| +0.1% | +$2.14K | 1.35% | 35 |
|
|
2021
Q1 | $2.37M | Buy |
52,875
+15,125
| +40% | +$679K | 1.38% | 34 |
|
|
2020
Q4 | $1.41M | Buy |
37,750
+2,570
| +7% | +$95.8K | 0.87% | 32 |
|
|
2020
Q3 | $1.46M | Buy |
+35,180
| New | +$1.46M | 1.06% | 32 |
|