Sequoia Financial Advisors’s BJs Wholesale Club BJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$659K	Sell	6,695 -369	-5%	-$35.6K	﹤0.01%	1106
2025 Q4	$636K	Buy	7,064 +3,581	+103%	+$329K	﹤0.01%	1137
2025 Q3	$325K	Buy	3,483 +137	+4%	+$14K	﹤0.01%	1349
2025 Q2	$361K	Buy	3,346 +101	+3%	+$11.5K	﹤0.01%	1163
2025 Q1	$370K	Buy	3,245 +250	+8%	+$25.7K	﹤0.01%	980
2024 Q4	$268K	Sell	2,995 -437	-13%	-$39.5K	﹤0.01%	1068
2024 Q3	$283K	Buy	3,432 +777	+29%	+$65.7K	﹤0.01%	992
2024 Q2	$233K	Buy	+2,655	New	+$215K	﹤0.01%	1021
2023 Q4	–	Sell	-3,209	Closed	-$229K	–	1207
2023 Q3	$229K	Buy	+3,209	New	+$216K	﹤0.01%	804
2023 Q2	–	Sell	-3,247	Closed	-$247K	–	973
2023 Q1	$247K	Buy	+3,247	New	+$236K	0.01%	697