Creative Planning’s BJ's Restaurants BJRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
11,847
+2,112
| +22% | +$94.2K | ﹤0.01% | 2420 |
|
|
2025
Q1 | $334K | Sell |
9,735
-3,165
| -25% | -$108K | ﹤0.01% | 2647 |
|
|
2024
Q4 | $453K | Buy |
12,900
+1,386
| +12% | +$48.7K | ﹤0.01% | 2312 |
|
|
2024
Q3 | $375K | Sell |
11,514
-106
| -0.9% | -$3.45K | ﹤0.01% | 2343 |
|
|
2024
Q2 | $403K | Buy |
11,620
+2,477
| +27% | +$86K | ﹤0.01% | 2111 |
|
|
2024
Q1 | $331K | Buy |
9,143
+1,581
| +21% | +$57.2K | ﹤0.01% | 2163 |
|
|
2023
Q4 | $272K | Buy |
7,562
+7,517
| +16,704% | +$271K | ﹤0.01% | 2151 |
|
|
2023
Q3 | $1.06K | Buy |
+45
| New | +$1.06K | ﹤0.01% | 2762 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$4K | – | 2043 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 4009 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 3967 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 3945 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 3855 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 3656 |
|
|
2016
Q1 | $4K | Sell |
100
-48
| -32% | -$1.92K | ﹤0.01% | 3619 |
|
|
2015
Q4 | $6K | Buy |
148
+48
| +48% | +$1.95K | ﹤0.01% | 3511 |
|
|
2015
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 3642 |
|
|
2014
Q4 | – | Sell |
-50
| Closed | -$2K | – | 4004 |
|
|
2014
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3543 |
|
|
2013
Q4 | – | Sell |
-155
| Closed | -$4K | – | 3321 |
|
|
2013
Q3 | $4K | Buy |
+155
| New | +$4K | ﹤0.01% | 2786 |
|