Sendero Wealth Management’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 | $495K | Sell |
4,591
-4,979
| -52% | -$537K | 0.06% | 142 |
|
|
2025
Q1 | $1.09M | Sell |
9,570
-151
| -2% | -$17.2K | 0.15% | 83 |
|
|
2024
Q4 | $869K | Hold |
9,721
| – | – | 0.13% | 88 |
|
|
2024
Q3 | $802K | Sell |
9,721
-3,895
| -29% | -$321K | 0.13% | 96 |
|
|
2024
Q2 | $1.2M | Buy |
13,616
+1,317
| +11% | +$116K | 0.2% | 67 |
|
|
2024
Q1 | $930K | Hold |
12,299
| – | – | 0.16% | 83 |
|
|
2023
Q4 | $820K | Buy |
12,299
+2,412
| +24% | +$161K | 0.15% | 98 |
|
|
2023
Q3 | $706K | Buy |
9,887
+1,500
| +18% | +$107K | 0.15% | 89 |
|
|
2023
Q2 | $528K | Buy |
8,387
+2,827
| +51% | +$178K | 0.12% | 104 |
|
|
2023
Q1 | $423K | Buy |
5,560
+1,530
| +38% | +$116K | 0.13% | 75 |
|
|
2022
Q4 | $267K | Buy |
4,030
+840
| +26% | +$55.6K | 0.09% | 92 |
|
|
2022
Q3 | $232K | Buy |
+3,190
| New | +$232K | 0.1% | 87 |
|