Sequoia Financial 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
Q2 | $361K | Buy |
3,346
+101
| +3% | +$10.9K | ﹤0.01% | 1152 |
|
|
2025
Q1 | $370K | Buy |
3,245
+250
| +8% | +$28.5K | ﹤0.01% | 972 |
|
|
2024
Q4 | $268K | Sell |
2,995
-437
| -13% | -$39.1K | ﹤0.01% | 1061 |
|
|
2024
Q3 | $283K | Buy |
3,432
+777
| +29% | +$64.1K | ﹤0.01% | 990 |
|
|
2024
Q2 | $233K | Buy |
+2,655
| New | +$233K | ﹤0.01% | 1017 |
|
|
2023
Q4 | – | Sell |
-3,209
| Closed | -$229K | – | 1196 |
|
|
2023
Q3 | $229K | Buy |
+3,209
| New | +$229K | ﹤0.01% | 801 |
|
|
2023
Q2 | – | Sell |
-3,247
| Closed | -$247K | – | 969 |
|
|
2023
Q1 | $247K | Buy |
+3,247
| New | +$247K | 0.01% | 694 |
|