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 |
|