Farther Finance 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
2025
Q2
$775K Buy
7,185
+4,683
+187% +$505K 0.02% 701
2025
Q1
$287K Sell
2,502
-1,057
-30% -$121K 0.01% 1052
2024
Q4
$318K Buy
3,559
+593
+20% +$53K 0.01% 783
2024
Q3
$245K Sell
2,966
-795
-21% -$65.6K 0.01% 916
2024
Q2
$326K Buy
3,761
+3,632
+2,816% +$315K 0.02% 637
2024
Q1
$9.62K Buy
129
+9
+8% +$671 ﹤0.01% 1783
2023
Q4
$7.98K Buy
120
+2
+2% +$133 ﹤0.01% 1722
2023
Q3
$8.42K Buy
118
+82
+228% +$5.85K ﹤0.01% 1346
2023
Q2
$2.27K Sell
36
-8
-18% -$504 ﹤0.01% 1711
2023
Q1
$3.35K Buy
44
+34
+340% +$2.59K ﹤0.01% 1455
2022
Q4
$662 Buy
+10
New +$662 ﹤0.01% 1766