JFS Wealth Advisors’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 | $9.49K | Buy |
88
+6
| +7% | +$647 | ﹤0.01% | 881 |
|
2025
Q1 | $9.36K | Buy |
82
+13
| +19% | +$1.48K | ﹤0.01% | 900 |
|
2024
Q4 | $6.17K | Hold |
69
| – | – | ﹤0.01% | 1042 |
|
2024
Q3 | $5.69K | Buy |
69
+7
| +11% | +$577 | ﹤0.01% | 1076 |
|
2024
Q2 | $5.45K | Hold |
62
| – | – | ﹤0.01% | 1028 |
|
2024
Q1 | $4.69K | Sell |
62
-9
| -13% | -$681 | ﹤0.01% | 1128 |
|
2023
Q4 | $4.73K | Sell |
71
-1
| -1% | -$67 | ﹤0.01% | 1081 |
|
2023
Q3 | $5.14K | Buy |
72
+9
| +14% | +$642 | ﹤0.01% | 984 |
|
2023
Q2 | $3.97K | Sell |
63
-12
| -16% | -$756 | ﹤0.01% | 1103 |
|
2023
Q1 | $5.71K | Buy |
75
+6
| +9% | +$456 | ﹤0.01% | 937 |
|
2022
Q4 | $4.57K | Sell |
69
-4
| -5% | -$265 | ﹤0.01% | 1025 |
|
2022
Q3 | $5K | Buy |
73
+5
| +7% | +$342 | ﹤0.01% | 967 |
|
2022
Q2 | $4K | Buy |
68
+15
| +28% | +$882 | ﹤0.01% | 1045 |
|
2022
Q1 | $4K | Buy |
53
+32
| +152% | +$2.42K | ﹤0.01% | 1111 |
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1267 |
|