EverSource Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Buy	2,479 +651	+36%	+$62.8K	0.01%	941
2025 Q4	$165K	Sell	1,828 -397	-18%	-$36.4K	0.01%	1045
2025 Q3	$207K	Sell	2,225 -2,060	-48%	-$211K	0.01%	886
2025 Q2	$462K	Buy	4,285 +530	+14%	+$60.4K	0.02%	487
2025 Q1	$428K	Buy	3,755 +325	+9%	+$33.5K	0.02%	420
2024 Q4	$306K	Buy	3,430 +174	+5%	+$15.7K	0.02%	498
2024 Q3	$269K	Sell	3,256 -431	-12%	-$36.5K	0.02%	479
2024 Q2	$324K	Buy	3,687 +67	+2%	+$5.43K	0.02%	421
2024 Q1	$270K	Buy	3,620 +2,700	+293%	+$188K	0.02%	406
2023 Q4	$61.3K	Sell	920 -3	-0.3%	-$203	0.01%	820
2023 Q3	$65.9K	Buy	923 +21	+2%	+$1.41K	0.01%	716
2023 Q2	$56.8K	Sell	902 -244	-21%	-$16.9K	0.01%	793
2023 Q1	$87.2K	Buy	1,146 +48	+4%	+$3.49K	0.01%	587
2022 Q4	$72.6K	Buy	1,098 +7	+0.6%	+$507	0.01%	616
2022 Q3	$79K	Buy	1,091 +14	+1%	+$1K	0.02%	501
2022 Q2	$67K	Buy	+1,077	New	+$67.7K	0.02%	514