Belpointe Asset 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 | $998K | Sell |
9,253
-850
| -8% | -$91.7K | 0.04% | 355 |
|
|
2025
Q1 | $1.15M | Buy |
+10,103
| New | +$1.15M | 0.06% | 300 |
|
|
2024
Q4 | – | Sell |
-4,749
| Closed | -$392K | – | 865 |
|
|
2024
Q3 | $392K | Buy |
+4,749
| New | +$392K | 0.02% | 570 |
|
|
2024
Q2 | – | Sell |
-2,681
| Closed | -$203K | – | 856 |
|
|
2024
Q1 | $203K | Buy |
+2,681
| New | +$203K | 0.02% | 737 |
|
|
2023
Q2 | – | Sell |
-6,748
| Closed | -$513K | – | 890 |
|
|
2023
Q1 | $513K | Buy |
6,748
+5,458
| +423% | +$415K | 0.03% | 556 |
|
|
2022
Q4 | $85.3K | Sell |
1,290
-8,824
| -87% | -$584K | 0.01% | 1328 |
|
|
2022
Q3 | $737K | Buy |
+10,114
| New | +$737K | 0.05% | 376 |
|
|
2022
Q2 | – | Sell |
-2,751
| Closed | -$186K | – | 1147 |
|
|
2022
Q1 | $186K | Buy |
2,751
+22
| +0.8% | +$1.49K | 0.01% | 938 |
|
|
2021
Q4 | $183K | Buy |
+2,729
| New | +$183K | 0.01% | 931 |
|
|
2021
Q2 | – | Sell |
-15,692
| Closed | -$704K | – | 1133 |
|
|
2021
Q1 | $704K | Buy |
+15,692
| New | +$704K | 0.06% | 323 |
|
|
2020
Q4 | – | Sell |
-11,555
| Closed | -$480K | – | 959 |
|
|
2020
Q3 | $480K | Sell |
11,555
-1,820
| -14% | -$75.6K | 0.05% | 337 |
|
|
2020
Q2 | $499K | Buy |
+13,375
| New | +$499K | 0.06% | 307 |
|