Geneos Wealth Management’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 | $6.4M | Sell |
59,323
-20,158
| -25% | -$2.17M | 0.16% | 161 |
|
2025
Q1 | $9.07M | Buy |
79,481
+79,354
| +62,483% | +$9.05M | 0.13% | 186 |
|
2024
Q4 | $11.3K | Hold |
127
| – | – | ﹤0.01% | 2001 |
|
2024
Q3 | $10.5K | Buy |
+127
| New | +$10.5K | ﹤0.01% | 1827 |
|
2022
Q3 | – | Sell |
-100
| Closed | -$6K | – | 2067 |
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 2117 |
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 2263 |
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 2335 |
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2433 |
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2490 |
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2700 |
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2521 |
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2232 |
|
2020
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2261 |
|