Heritage Family Offices’s BJs Wholesale Club BJ Stock Holding History

Heritage Family Offices’s Portfolio BJ Stock Details BJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$319K	Sell
2025 Q2	$385K	Hold
2025 Q1	$393K	Buy
2024 Q4	$304K	Sell
2024 Q3	$289K	Sell
2024 Q2	$309K	Buy