SWP
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Sagespring Wealth Partners’s BJs Wholesale Club BJ Stock Holding History

Sagespring Wealth Partners’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$450K Sell
4,175
-322
-7% -$34.7K 0.01% 467
2025
Q1 		$513K Buy
4,497
+202
+5% +$23K 0.01% 385
2024
Q4 		$384K Buy
+4,295
New +$384K 0.01% 406