Schechter 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
Q1 | $208K | Buy |
+1,826
| New | +$208K | 0.02% | 547 |
|
|
2024
Q4 | – | Sell |
-2,622
| Closed | -$216K | – | 667 |
|
|
2024
Q3 | $216K | Sell |
2,622
-34
| -1% | -$2.8K | 0.02% | 570 |
|
|
2024
Q2 | $233K | Sell |
2,656
-41
| -2% | -$3.6K | 0.02% | 525 |
|
|
2024
Q1 | $204K | Buy |
+2,697
| New | +$204K | 0.02% | 582 |
|
|
2023
Q2 | – | Sell |
-2,763
| Closed | -$210K | – | 676 |
|
|
2023
Q1 | $210K | Buy |
+2,763
| New | +$210K | 0.02% | 607 |
|
|
2022
Q4 | – | Sell |
-2,876
| Closed | -$209K | – | 864 |
|
|
2022
Q3 | $209K | Buy |
+2,876
| New | +$209K | 0.02% | 823 |
|