DWM
Diversify Wealth Management’s BJs Wholesale Club BJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
16,172
+3,396
| +27% | +$366K | 0.11% | 195 |
|
|
2025
Q1 | $1.49M | Buy |
12,776
+3,015
| +31% | +$351K | 0.11% | 200 |
|
|
2024
Q4 | $943K | Buy |
9,761
+3,207
| +49% | +$310K | 0.07% | 227 |
|
|
2024
Q3 | $561K | Buy |
6,554
+855
| +15% | +$73.2K | 0.05% | 301 |
|
|
2024
Q2 | $486K | Buy |
+5,699
| New | +$486K | 0.06% | 281 |
|