LWAM
Legacy Wealth Asset Management’s BJs Wholesale Club BJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
2,394
-718
| -23% | -$77.4K | 0.07% | 327 |
|
|
2025
Q1 | $355K | Sell |
3,112
-2,380
| -43% | -$272K | 0.1% | 275 |
|
|
2024
Q4 | $491K | Sell |
5,492
-1,197
| -18% | -$107K | 0.13% | 243 |
|
|
2024
Q3 | $552K | Buy |
6,689
+16
| +0.2% | +$1.32K | 0.15% | 224 |
|
|
2024
Q2 | $586K | Sell |
6,673
-2,697
| -29% | -$237K | 0.17% | 197 |
|
|
2024
Q1 | $709K | Buy |
9,370
+51
| +0.5% | +$3.86K | 0.2% | 151 |
|
|
2023
Q4 | $621K | Buy |
9,319
+131
| +1% | +$8.73K | 0.2% | 163 |
|
|
2023
Q3 | $656K | Sell |
9,188
-146
| -2% | -$10.4K | 0.24% | 131 |
|
|
2023
Q2 | $588K | Buy |
9,334
+247
| +3% | +$15.6K | 0.21% | 166 |
|
|
2023
Q1 | $691K | Buy |
9,087
+3,220
| +55% | +$245K | 0.25% | 131 |
|
|
2022
Q4 | $388K | Sell |
5,867
-151
| -3% | -$9.99K | 0.15% | 256 |
|
|
2022
Q3 | $438K | Sell |
6,018
-2,279
| -27% | -$166K | 0.19% | 183 |
|
|
2022
Q2 | $517K | Sell |
8,297
-810
| -9% | -$50.5K | 0.21% | 167 |
|
|
2022
Q1 | $616K | Sell |
9,107
-64
| -0.7% | -$4.33K | 0.22% | 169 |
|
|
2021
Q4 | $614K | Sell |
9,171
-412
| -4% | -$27.6K | 0.21% | 178 |
|
|
2021
Q3 | $526K | Buy |
9,583
+35
| +0.4% | +$1.92K | 0.24% | 166 |
|
|
2021
Q2 | $454K | Buy |
+9,548
| New | +$454K | 0.2% | 186 |
|