Mount Yale Investment 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 | $6.36K | Buy |
+59
| New | +$6.36K | ﹤0.01% | 1195 |
|
|
2024
Q2 | – | Sell |
-7,960
| Closed | -$602K | – | 535 |
|
|
2024
Q1 | $602K | Buy |
7,960
+3,883
| +95% | +$294K | 0.05% | 315 |
|
|
2023
Q4 | $272K | Sell |
4,077
-5,295
| -56% | -$353K | 0.03% | 433 |
|
|
2023
Q3 | $669K | Buy |
9,372
+87
| +0.9% | +$6.21K | 0.07% | 253 |
|
|
2023
Q2 | $585K | Sell |
9,285
-252
| -3% | -$15.9K | 0.06% | 283 |
|
|
2023
Q1 | $725K | Buy |
+9,537
| New | +$725K | 0.08% | 243 |
|