IFP 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 | $970K | Buy |
9,860
+7,994
| +428% | +$771K | 0.02% | 710 |
|
|
2025
Q4 | $168K | Sell |
1,866
-20
| -1% | -$1.84K | ﹤0.01% | 1470 |
|
|
2025
Q3 | $176K | Sell |
1,886
-99
| -5% | -$10.1K | ﹤0.01% | 1352 |
|
|
2025
Q2 | $214K | Buy |
1,985
+1,475
| +289% | +$168K | 0.01% | 1243 |
|
|
2025
Q1 | $58.2K | Buy |
510
+92
| +22% | +$9.47K | ﹤0.01% | 1826 |
|
|
2024
Q4 | $37.4K | Buy |
418
+73
| +21% | +$6.6K | ﹤0.01% | 1965 |
|
|
2024
Q3 | $28.5K | Sell |
345
-14
| -4% | -$1.18K | ﹤0.01% | 1995 |
|
|
2024
Q2 | $31.5K | Buy |
359
+306
| +577% | +$24.8K | ﹤0.01% | 1869 |
|
|
2024
Q1 | $4.01K | Buy |
53
+9
| +20% | +$627 | ﹤0.01% | 2522 |
|
|
2023
Q4 | $2.93K | Sell |
44
-46
| -51% | -$3.11K | ﹤0.01% | 2578 |
|
|
2023
Q3 | $6.42K | Buy |
90
+1
| +1% | +$67 | ﹤0.01% | 2420 |
|
|
2023
Q2 | $5.61K | Buy |
89
+70
| +368% | +$4.84K | ﹤0.01% | 2511 |
|
|
2023
Q1 | $418 | Sell |
19
-1,203
| -98% | -$87.4K | ﹤0.01% | 3202 |
|
|
2022
Q4 | $30K | Buy |
1,222
+383
| +46% | +$27.7K | ﹤0.01% | 2576 |
|
|
2022
Q3 | $34K | Buy |
839
+793
| +1,724% | +$56.8K | ﹤0.01% | 2660 |
|
|
2022
Q2 | $15K | Hold |
46
| – | – | ﹤0.01% | 3075 |
|
|
2022
Q1 | $15K | Buy |
+46
| New | +$2.89K | ﹤0.01% | 3075 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3513 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$45.8K | – | 3209 |
|
|
2021
Q1 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 1509 |
|
|
2020
Q4 | $37K | Sell |
1,000
-750
| -43% | -$30K | ﹤0.01% | 1552 |
|
|
2020
Q3 | $73K | Sell |
1,750
-725
| -29% | -$30K | ﹤0.01% | 1133 |
|
|
2020
Q2 | $92K | Buy |
+2,475
| New | +$76K | 0.01% | 954 |
|
|
2019
Q1 | – | Sell |
-49
| Closed | -$1K | – | 2464 |
|
|
2018
Q4 | $1K | Buy |
49
+13
| +36% | +$299 | ﹤0.01% | 3271 |
|
|
2018
Q3 | $1K | Buy |
+36
| New | +$963 | ﹤0.01% | 3652 |
|
Other funds holding BJ
VPM
VCM
RRAM
