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