Portside Wealth Group’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
$543K Sell
5,032
-4
-0.1% -$431 0.08% 231
2025
Q1
$575K Buy
5,036
+1,136
+29% +$130K 0.09% 213
2024
Q4
$348K Buy
3,900
+652
+20% +$58.3K 0.06% 290
2024
Q3
$268K Buy
3,248
+410
+14% +$33.8K 0.05% 328
2024
Q2
$249K Sell
2,838
-4,062
-59% -$357K 0.05% 300
2024
Q1
$522K Buy
6,900
+95
+1% +$7.19K 0.1% 214
2023
Q4
$454K Buy
6,805
+241
+4% +$16.1K 0.08% 219
2023
Q3
$470K Sell
6,564
-61
-0.9% -$4.37K 0.09% 200
2023
Q2
$417K Buy
+6,625
New +$417K 0.08% 213