Creative Planning’s BJs Wholesale Club BJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
2025
Q1
$1.75M Buy
2024
Q4
$1.23M Buy
2024
Q3
$1.05M Buy
2024
Q2
$817K Buy
2024
Q1
$635K Sell
2023
Q4
$580K Buy
2023
Q3
$587K Buy
2023
Q2
$303K Sell
2023
Q1
$577K Buy
2022
Q4
$351K Sell
2022
Q3
$544K Buy
2022
Q2
$272K Buy