Cerity Partners’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 | $5.37M | Sell |
49,801
-5,506
| -10% | -$594K | 0.01% | 769 |
|
2025
Q1 | $6.31M | Buy |
55,307
+3,964
| +8% | +$452K | 0.01% | 639 |
|
2024
Q4 | $4.27M | Sell |
51,343
-676
| -1% | -$56.2K | 0.01% | 775 |
|
2024
Q3 | $4.29M | Buy |
52,019
+9,224
| +22% | +$761K | 0.01% | 759 |
|
2024
Q2 | $3.76M | Sell |
42,795
-4,836
| -10% | -$425K | 0.01% | 693 |
|
2024
Q1 | $3.6M | Buy |
47,631
+42,836
| +893% | +$3.24M | 0.01% | 760 |
|
2023
Q4 | $320K | Buy |
+4,795
| New | +$320K | ﹤0.01% | 1477 |
|
2023
Q3 | – | Sell |
-5,034
| Closed | -$317K | – | 1418 |
|
2023
Q2 | $317K | Sell |
5,034
-367
| -7% | -$23.1K | ﹤0.01% | 1368 |
|
2023
Q1 | $411K | Buy |
5,401
+2,044
| +61% | +$155K | ﹤0.01% | 1392 |
|
2022
Q4 | $222K | Buy |
+3,357
| New | +$222K | ﹤0.01% | 1282 |
|