Foster Victor 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 | $16.5M | Buy |
179,405
+12,206
| +7% | +$1.18M | 0.94% | 40 |
|
|
2025
Q4 | $15.6M | Buy |
167,199
+8,950
| +6% | +$822K | 0.91% | 48 |
|
|
2025
Q3 | $14.7M | Buy |
158,249
+30,883
| +24% | +$3.16M | 0.91% | 50 |
|
|
2025
Q2 | $13.7M | Buy |
127,366
+17,678
| +16% | +$2.01M | 0.93% | 49 |
|
|
2025
Q1 | $12.9M | Sell |
109,688
-31,107
| -22% | -$3.2M | 1.04% | 38 |
|
|
2024
Q4 | $13.4M | Buy |
140,795
+5,205
| +4% | +$471K | 1.03% | 40 |
|
|
2024
Q3 | $11.9M | Sell |
135,590
-769
| -0.6% | -$65.1K | 0.96% | 44 |
|
|
2024
Q2 | $12.5M | Buy |
136,359
+4,354
| +3% | +$353K | 1.04% | 40 |
|
|
2024
Q1 | $10.4M | Buy |
132,005
+24,850
| +23% | +$1.73M | 0.94% | 53 |
|
|
2023
Q4 | $7.04M | Buy |
107,155
+4,605
| +4% | +$312K | 0.72% | 58 |
|
|
2023
Q3 | $7.01M | Buy |
102,550
+4,039
| +4% | +$272K | 0.82% | 55 |
|
|
2023
Q2 | $6.3M | Buy |
98,511
+14,535
| +17% | +$1.01M | 0.7% | 55 |
|
|
2023
Q1 | $6.36M | Buy |
83,976
+5,188
| +7% | +$377K | 0.77% | 53 |
|
|
2022
Q4 | $5.42M | Buy |
78,788
+10,752
| +16% | +$779K | 0.69% | 55 |
|
|
2022
Q3 | $4.85M | Sell |
68,036
-10,088
| -13% | -$723K | 0.71% | 57 |
|
|
2022
Q2 | $5.1M | Sell |
78,124
-1,280
| -2% | -$80.5K | 0.76% | 55 |
|
|
2022
Q1 | $5.4M | Buy |
79,404
+8,924
| +13% | +$560K | 0.74% | 55 |
|
|
2021
Q4 | $4.55M | Buy |
70,480
+5,186
| +8% | +$324K | 0.62% | 60 |
|
|
2021
Q3 | $3.59M | Buy |
65,294
+5,581
| +9% | +$298K | 0.57% | 60 |
|
|
2021
Q2 | $2.84M | Buy |
59,713
+14,997
| +34% | +$687K | 0.47% | 65 |
|
|
2021
Q1 | $1.99M | Buy |
44,716
+18,145
| +68% | +$761K | 0.37% | 76 |
|
|
2020
Q4 | $991K | Buy |
+26,571
| New | +$1.06M | 0.23% | 83 |
|
Other funds holding BJ
VPM
VCM
RRAM