Heritage Family Offices’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	$385K	Hold	3,442	–	–	0.19%	108
2025 Q1	$393K	Buy	3,442 +36	+1%	+$4.11K	0.2%	106
2024 Q4	$304K	Sell	3,406 -92	-3%	-$8.22K	0.15%	122
2024 Q3	$289K	Sell	3,498 -17	-0.5%	-$1.4K	0.15%	136
2024 Q2	$309K	Buy	+3,515	New	+$309K	0.17%	115