Jones Financial Companies
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Jones Financial Companies’s BJs Wholesale Club BJ Stock Holding History

Jones Financial Companies’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Buy
2025
Q1 		$835K Buy
2024
Q4 		$270K Buy
2024
Q3 		$54.5K Buy
2024
Q2 		$48.3K Buy
2022
Q3 		– Sell
2022
Q2 		$2K Buy
2021
Q1 		– Sell
2020
Q4 		$1K Buy