Milestone Asset Management’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	$218K	Sell	2,018 -183	-8%	-$19.7K	0.05%	193
2025 Q1	$251K	Sell	2,201 -9,662	-81%	-$1.1M	0.05%	195
2024 Q4	$1.06M	Buy	+11,863	New	+$1.06M	0.23%	98
2024 Q2	–	Sell	-8,104	Closed	-$613K	–	194
2024 Q1	$613K	Buy	+8,104	New	+$613K	0.18%	92