DAS
BJ icon

Diversify Advisory Services’s BJs Wholesale Club BJ Stock Holding History

Diversify Advisory Services’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,627
Closed -$712K – 278
2025
Q4 		$712K Buy
7,627
+707
+10% +$64.9K 0.02% 492
2025
Q3 		$628K Buy
6,920
+849
+14% +$86.8K 0.02% 489
2025
Q2 		$655K Buy
6,071
+1,292
+27% +$147K 0.03% 444
2025
Q1 		$557K Buy
4,779
+1,132
+31% +$117K 0.03% 340
2024
Q4 		$352K Sell
3,647
-149
-4% -$13.5K 0.02% 443
2024
Q3 		$326K Sell
3,796
-89
-2% -$7.53K 0.02% 478
2024
Q2 		$342K Sell
3,885
-2,995
-44% -$243K 0.02% 471
2024
Q1 		$514K Buy
+6,880
New +$480K 0.03% 420

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VPM
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VCM
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State Street
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RRAM
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Morgan Stanley
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