Integrated Wealth Concepts’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
$343K Buy
3,181
+415
+15% +$44.7K ﹤0.01% 1483
2025
Q1
$316K Sell
2,766
-1
-0% -$114 ﹤0.01% 1387
2024
Q4
$247K Buy
2,767
+57
+2% +$5.09K ﹤0.01% 1488
2024
Q3
$224K Buy
2,710
+133
+5% +$11K ﹤0.01% 1510
2024
Q2
$226K Buy
+2,577
New +$226K ﹤0.01% 1469
2023
Q2
Sell
-3,524
Closed -$268K 1565
2023
Q1
$268K Buy
+3,524
New +$268K 0.01% 1104