Fortis Capital 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 | $998K | Sell |
9,253
-850
| -8% | -$91.7K | 0.18% | 87 |
|
|
2025
Q1 | $1.15M | Buy |
+10,103
| New | +$1.15M | 0.23% | 73 |
|
|
2024
Q4 | – | Sell |
-4,749
| Closed | -$392K | – | 175 |
|
|
2024
Q3 | $392K | Buy |
+4,749
| New | +$392K | 0.13% | 122 |
|
|
2024
Q2 | – | Sell |
-2,681
| Closed | -$203K | – | 163 |
|
|
2024
Q1 | $203K | Buy |
+2,681
| New | +$203K | 0.09% | 155 |
|
|
2023
Q1 | – | Sell |
-688
| Closed | -$45.5K | – | 658 |
|
|
2022
Q4 | $45.5K | Buy |
+688
| New | +$45.5K | 0.03% | 304 |
|