LVW 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
$650K Sell
6,026
-620
-9% -$66.9K 0.07% 158
2025
Q1
$758K Sell
6,646
-518
-7% -$59.1K 0.09% 129
2024
Q4
$640K Sell
7,164
-182
-2% -$16.3K 0.08% 152
2024
Q3
$606K Buy
7,346
+645
+10% +$53.2K 0.08% 164
2024
Q2
$589K Buy
+6,701
New +$589K 0.09% 143