Hantz Financial Services’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	$3.1M	Buy	31,464 +9,005	+40%	+$869K	0.05%	256
2025 Q4	$2.02M	Buy	22,459 +19,425	+640%	+$1.78M	0.03%	334
2025 Q3	$283K	Buy	3,034 +2,249	+286%	+$230K	﹤0.01%	657
2025 Q2	$85K	Buy	785 +158	+25%	+$18K	﹤0.01%	803
2025 Q1	$72K	Sell	627 -94	-13%	-$9.68K	﹤0.01%	652
2024 Q4	$64K	Sell	721 -214	-23%	-$19.3K	﹤0.01%	645
2024 Q3	$77K	Sell	935 -134	-13%	-$11.3K	﹤0.01%	625
2024 Q2	$94K	Sell	1,069 -109,667	-99%	-$8.88M	﹤0.01%	620
2024 Q1	$8.38M	Sell	110,736 -20,757	-16%	-$1.45M	0.16%	165
2023 Q4	$8.77M	Sell	131,493 -5,486	-4%	-$371K	0.19%	150
2023 Q3	$9.78M	Buy	136,979 +2,756	+2%	+$185K	0.25%	123
2023 Q2	$8.46M	Buy	134,223 +349	+0.3%	+$24.1K	0.21%	144
2023 Q1	$10.2M	Buy	133,874 +133,842	+418,256%	+$9.72M	0.28%	114
2022 Q4	$2K	Hold	32	–	–	﹤0.01%	953
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	945
2022 Q2	$2K	Buy	+32	New	+$2.01K	﹤0.01%	921
2022 Q1	–	Sell	-7,884	Closed	-$528K	–	1029
2021 Q4	$528K	Sell	7,884 -2,094	-21%	-$131K	0.02%	433
2021 Q3	$548K	Buy	9,978 +3,504	+54%	+$187K	0.02%	409
2021 Q2	$308K	Buy	+6,474	New	+$296K	0.01%	430