Bell Investment Advisors’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	$13K	Sell	132 -68	-34%	-$6.56K	﹤0.01%	591
2025 Q4	$18K	Buy	200 +51	+34%	+$4.68K	﹤0.01%	479
2025 Q3	$13.9K	Buy	149 +5	+3%	+$511	﹤0.01%	526
2025 Q2	$15.5K	Hold	144	–	–	﹤0.01%	503
2025 Q1	$16.4K	Hold	144	–	–	﹤0.01%	442
2024 Q4	$12.9K	Buy	144 +5	+4%	+$452	﹤0.01%	510
2024 Q3	$11.5K	Sell	139 -15	-10%	-$1.27K	﹤0.01%	564
2024 Q2	$13.5K	Hold	154	–	–	﹤0.01%	498
2024 Q1	$11.7K	Hold	154	–	–	﹤0.01%	527
2023 Q4	$10.3K	Buy	154 +8	+5%	+$541	﹤0.01%	551
2023 Q3	$10.4K	Buy	146 +3	+2%	+$202	﹤0.01%	489
2023 Q2	$9.01K	Sell	143 -44	-24%	-$3.04K	﹤0.01%	546
2023 Q1	$14.2K	Buy	187 +14	+8%	+$1.02K	﹤0.01%	385
2022 Q4	$11.4K	Buy	173 +4	+2%	+$290	﹤0.01%	439
2022 Q3	$12K	Buy	169 +55	+48%	+$3.94K	﹤0.01%	359
2022 Q2	$7K	Buy	+114	New	+$7.17K	﹤0.01%	540
2021 Q4	$4K	Sell	59 -9	-13%	-$562	﹤0.01%	834
2021 Q3	$4K	Buy	+68	New	+$3.63K	﹤0.01%	773