OneDigital 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
$1.17M Sell
10,846
-9,931
-48% -$1.07M 0.01% 585
2025
Q1
$2.37M Sell
20,777
-1,837
-8% -$210K 0.03% 365
2024
Q4
$2.02M Sell
22,614
-96
-0.4% -$8.58K 0.02% 420
2024
Q3
$1.87M Buy
22,710
+13,284
+141% +$1.1M 0.02% 455
2024
Q2
$828K Buy
+9,426
New +$828K 0.01% 689