Shelton Capital Management’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 | $434K | Hold |
4,405
| – | – | 0.01% | 395 |
|
|
2025
Q4 | $397K | Sell |
4,405
-280
| -6% | -$25.7K | 0.01% | 411 |
|
|
2025
Q3 | $437K | Hold |
4,685
| – | – | 0.01% | 391 |
|
|
2025
Q2 | $505K | Sell |
4,685
-139
| -3% | -$15.8K | 0.01% | 335 |
|
|
2025
Q1 | $550K | Sell |
4,824
-184
| -4% | -$18.9K | 0.01% | 315 |
|
|
2024
Q4 | $447K | Sell |
5,008
-211
| -4% | -$19.1K | 0.01% | 375 |
|
|
2024
Q3 | $430K | Sell |
5,219
-119
| -2% | -$10.1K | 0.01% | 379 |
|
|
2024
Q2 | $469K | Sell |
5,338
-429
| -7% | -$34.7K | 0.01% | 357 |
|
|
2024
Q1 | $436K | Hold |
5,767
| – | – | 0.01% | 387 |
|
|
2023
Q4 | $384K | Sell |
5,767
-528
| -8% | -$35.7K | 0.01% | 400 |
|
|
2023
Q3 | $449K | Sell |
6,295
-332
| -5% | -$22.3K | 0.02% | 336 |
|
|
2023
Q2 | $418K | Sell |
6,627
-227
| -3% | -$15.7K | 0.02% | 362 |
|
|
2023
Q1 | $521K | Hold |
6,854
| – | – | 0.02% | 300 |
|
|
2022
Q4 | $453K | Sell |
6,854
-241
| -3% | -$17.5K | 0.05% | 289 |
|
|
2022
Q3 | $517K | Sell |
7,095
-266
| -4% | -$19.1K | 0.02% | 303 |
|
|
2022
Q2 | $459K | Hold |
7,361
| – | – | 0.02% | 340 |
|
|
2022
Q1 | $498K | Hold |
7,361
| – | – | 0.02% | 358 |
|
|
2021
Q4 | $493K | Hold |
7,361
| – | – | 0.02% | 377 |
|
|
2021
Q3 | $404K | Hold |
7,361
| – | – | 0.02% | 425 |
|
|
2021
Q2 | $350K | Hold |
7,361
| – | – | 0.01% | 501 |
|
|
2021
Q1 | $330K | Hold |
7,361
| – | – | 0.01% | 520 |
|
|
2020
Q4 | $274K | Hold |
7,361
| – | – | 0.01% | 532 |
|
|
2020
Q3 | $306K | Hold |
7,361
| – | – | 0.01% | 541 |
|
|
2020
Q2 | $274K | Buy |
+7,361
| New | +$226K | 0.02% | 480 |
|
Other funds holding BJ
VPM
VCM
RRAM
