EP Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,829
| Closed | -$214K | – | 861 |
|
|
2024
Q1 | $214K | Sell |
2,829
-5,093
| -64% | -$385K | ﹤0.01% | 717 |
|
|
2023
Q4 | $528K | Sell |
7,922
-8
| -0.1% | -$533 | 0.01% | 476 |
|
|
2023
Q3 | $566K | Sell |
7,930
-10,704
| -57% | -$764K | 0.01% | 438 |
|
|
2023
Q2 | $504K | Sell |
18,634
-166,375
| -90% | -$4.5M | 0.01% | 461 |
|
|
2023
Q1 | $14.2M | Buy |
+185,009
| New | +$14.2M | 0.24% | 72 |
|