Farther Finance 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	$249K	Sell	2,629 -210	-7%	-$20.3K	﹤0.01%	1863
2025 Q4	$256K	Buy	2,839 +169	+6%	+$15.5K	﹤0.01%	1755
2025 Q3	$249K	Sell	2,670 -4,515	-63%	-$462K	﹤0.01%	1486
2025 Q2	$775K	Buy	7,185 +4,683	+187%	+$533K	0.02%	704
2025 Q1	$287K	Sell	2,502 -1,057	-30%	-$109K	0.01%	1053
2024 Q4	$318K	Buy	3,559 +593	+20%	+$53.6K	0.01%	783
2024 Q3	$245K	Sell	2,966 -795	-21%	-$67.3K	0.01%	917
2024 Q2	$326K	Buy	3,761 +3,632	+2,816%	+$294K	0.02%	637
2024 Q1	$9.62K	Buy	129 +9	+8%	+$627	﹤0.01%	1783
2023 Q4	$7.97K	Buy	120 +2	+2%	+$135	﹤0.01%	1722
2023 Q3	$8.42K	Buy	118 +82	+228%	+$5.52K	﹤0.01%	1346
2023 Q2	$2.27K	Sell	36 -8	-18%	-$553	﹤0.01%	1711
2023 Q1	$3.35K	Buy	44 +34	+340%	+$2.47K	﹤0.01%	1455
2022 Q4	$662	Buy	+10	New	+$724	﹤0.01%	1766