Carson Wealth (CWM LLC)’s BJs Wholesale Club BJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
22,924
+4,052
| +21% | +$437K | 0.01% | 873 |
|
|
2025
Q1 | $2.15M | Buy |
18,872
+12,636
| +203% | +$1.44M | 0.01% | 803 |
|
|
2024
Q4 | $557K | Buy |
6,236
+4,122
| +195% | +$368K | ﹤0.01% | 1337 |
|
|
2024
Q3 | $174K | Buy |
2,114
+251
| +13% | +$20.7K | ﹤0.01% | 1827 |
|
|
2024
Q2 | $164K | Buy |
1,863
+128
| +7% | +$11.3K | ﹤0.01% | 1690 |
|
|
2024
Q1 | $131K | Buy |
1,735
+640
| +58% | +$48.3K | ﹤0.01% | 1721 |
|
|
2023
Q4 | $73K | Buy |
1,095
+56
| +5% | +$3.73K | ﹤0.01% | 1943 |
|
|
2023
Q3 | $74K | Buy |
1,039
+121
| +13% | +$8.62K | ﹤0.01% | 1820 |
|
|
2023
Q2 | $58K | Sell |
918
-31
| -3% | -$1.96K | ﹤0.01% | 1868 |
|
|
2023
Q1 | $72K | Buy |
949
+97
| +11% | +$7.36K | ﹤0.01% | 1664 |
|
|
2022
Q4 | $56K | Sell |
852
-707
| -45% | -$46.5K | ﹤0.01% | 1669 |
|
|
2022
Q3 | $114K | Buy |
1,559
+79
| +5% | +$5.78K | ﹤0.01% | 1285 |
|
|
2022
Q2 | $92K | Sell |
1,480
-53
| -3% | -$3.3K | ﹤0.01% | 1346 |
|
|
2022
Q1 | $104K | Buy |
1,533
+376
| +32% | +$25.5K | ﹤0.01% | 1309 |
|
|
2021
Q4 | $77K | Buy |
+1,157
| New | +$77K | ﹤0.01% | 1399 |
|
|
2021
Q2 | $63K | Hold |
1,333
| – | – | ﹤0.01% | 1299 |
|
|
2021
Q1 | $63K | Hold |
1,333
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q4 | $63K | Hold |
1,333
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q3 | $63K | Hold |
1,333
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q2 | $63K | Hold |
1,333
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q1 | $63K | Hold |
1,333
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q4 | $63K | Hold |
1,333
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q3 | $63K | Hold |
1,333
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q2 | $63K | Hold |
1,333
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q1 | $63K | Buy |
1,333
+1,237
| +1,289% | +$58.5K | ﹤0.01% | 1299 |
|
|
2018
Q4 | $2K | Buy |
+96
| New | +$2K | ﹤0.01% | 1712 |
|