Creative Planning’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 | $1.75M | Buy |
16,238
+868
| +6% | +$93.6K | ﹤0.01% | 1420 |
|
|
2025
Q1 | $1.75M | Buy |
15,370
+1,600
| +12% | +$183K | ﹤0.01% | 1269 |
|
|
2024
Q4 | $1.23M | Buy |
13,770
+999
| +8% | +$89.3K | ﹤0.01% | 1483 |
|
|
2024
Q3 | $1.05M | Buy |
12,771
+3,473
| +37% | +$286K | ﹤0.01% | 1474 |
|
|
2024
Q2 | $817K | Buy |
9,298
+898
| +11% | +$78.9K | ﹤0.01% | 1561 |
|
|
2024
Q1 | $635K | Sell |
8,400
-302
| -3% | -$22.8K | ﹤0.01% | 1670 |
|
|
2023
Q4 | $580K | Buy |
8,702
+479
| +6% | +$31.9K | ﹤0.01% | 1596 |
|
|
2023
Q3 | $587K | Buy |
8,223
+3,407
| +71% | +$243K | ﹤0.01% | 1459 |
|
|
2023
Q2 | $303K | Sell |
4,816
-2,764
| -36% | -$174K | ﹤0.01% | 1901 |
|
|
2023
Q1 | $577K | Buy |
7,580
+2,274
| +43% | +$173K | ﹤0.01% | 1374 |
|
|
2022
Q4 | $351K | Sell |
5,306
-2,168
| -29% | -$143K | ﹤0.01% | 1618 |
|
|
2022
Q3 | $544K | Buy |
7,474
+3,109
| +71% | +$226K | ﹤0.01% | 1273 |
|
|
2022
Q2 | $272K | Buy |
+4,365
| New | +$272K | ﹤0.01% | 1674 |
|