Congress Wealth 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 | $6.46M | Buy |
59,900
+2,604
| +5% | +$281K | 0.06% | 335 |
|
|
2025
Q1 | $6.54M | Buy |
57,296
+12,386
| +28% | +$1.41M | 0.08% | 281 |
|
|
2024
Q4 | $4.01M | Buy |
44,910
+3,320
| +8% | +$297K | 0.06% | 313 |
|
|
2024
Q3 | $3.43M | Sell |
41,590
-7,116
| -15% | -$587K | 0.05% | 347 |
|
|
2024
Q2 | $4.28M | Sell |
48,706
-124,200
| -72% | -$10.9M | 0.07% | 263 |
|
|
2024
Q1 | $13.1M | Buy |
172,906
+28,152
| +19% | +$2.13M | 0.23% | 134 |
|
|
2023
Q4 | $9.65M | Sell |
144,754
-23,732
| -14% | -$1.58M | 0.18% | 161 |
|
|
2023
Q3 | $12M | Buy |
168,486
+4,204
| +3% | +$300K | 0.25% | 114 |
|
|
2023
Q2 | $10.4M | Buy |
164,282
+3,409
| +2% | +$215K | 0.24% | 133 |
|
|
2023
Q1 | $12.2M | Buy |
160,873
+135,341
| +530% | +$10.3M | 0.3% | 96 |
|
|
2022
Q4 | $1.69M | Buy |
25,532
+2,765
| +12% | +$183K | 0.04% | 281 |
|
|
2022
Q3 | $1.66M | Buy |
22,767
+2,685
| +13% | +$195K | 0.04% | 288 |
|
|
2022
Q2 | $1.25M | Sell |
20,082
-95
| -0.5% | -$5.92K | 0.03% | 315 |
|
|
2022
Q1 | $1.37M | Buy |
20,177
+666
| +3% | +$45.1K | 0.03% | 320 |
|
|
2021
Q4 | $1.31M | Buy |
+19,511
| New | +$1.31M | 0.03% | 341 |
|