Clearstead Advisors’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 | $79K | Buy |
733
+355
| +94% | +$38.3K | ﹤0.01% | 1135 |
|
|
2025
Q1 | $43.1K | Sell |
378
-1,757
| -82% | -$200K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $191K | Sell |
2,135
-27
| -1% | -$2.41K | ﹤0.01% | 874 |
|
|
2024
Q3 | $178K | Sell |
2,162
-88
| -4% | -$7.26K | ﹤0.01% | 887 |
|
|
2024
Q2 | $198K | Buy |
+2,250
| New | +$198K | ﹤0.01% | 821 |
|
|
2023
Q4 | – | Sell |
-142
| Closed | -$10.1K | – | 1529 |
|
|
2023
Q3 | $10.1K | Buy |
+142
| New | +$10.1K | ﹤0.01% | 1118 |
|