EverSource Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
4,285
+530
| +14% | +$57.2K | 0.02% | 486 |
|
|
2025
Q1 | $428K | Buy |
3,755
+325
| +9% | +$37.1K | 0.02% | 419 |
|
|
2024
Q4 | $306K | Buy |
3,430
+174
| +5% | +$15.5K | 0.02% | 498 |
|
|
2024
Q3 | $269K | Sell |
3,256
-431
| -12% | -$35.5K | 0.02% | 479 |
|
|
2024
Q2 | $324K | Buy |
3,687
+67
| +2% | +$5.89K | 0.02% | 421 |
|
|
2024
Q1 | $270K | Buy |
3,620
+2,700
| +293% | +$202K | 0.02% | 406 |
|
|
2023
Q4 | $61.3K | Sell |
920
-3
| -0.3% | -$200 | 0.01% | 820 |
|
|
2023
Q3 | $65.9K | Buy |
923
+21
| +2% | +$1.5K | 0.01% | 716 |
|
|
2023
Q2 | $56.8K | Sell |
902
-244
| -21% | -$15.4K | 0.01% | 793 |
|
|
2023
Q1 | $87.2K | Buy |
1,146
+48
| +4% | +$3.65K | 0.01% | 587 |
|
|
2022
Q4 | $72.6K | Buy |
1,098
+7
| +0.6% | +$463 | 0.01% | 616 |
|
|
2022
Q3 | $79K | Buy |
1,091
+14
| +1% | +$1.01K | 0.02% | 501 |
|
|
2022
Q2 | $67K | Buy |
+1,077
| New | +$67K | 0.02% | 514 |
|