Simon Quick 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 | $3.27M | Buy |
30,335
+2,067
| +7% | +$223K | 0.13% | 105 |
|
2025
Q1 | $3.23M | Buy |
28,268
+2,285
| +9% | +$261K | 0.18% | 62 |
|
2024
Q4 | $2.32M | Buy |
25,983
+5
| +0% | +$447 | 0.14% | 73 |
|
2024
Q3 | $2.14M | Buy |
25,978
+1,974
| +8% | +$163K | 0.14% | 79 |
|
2024
Q2 | $2.11M | Sell |
24,004
-58,797
| -71% | -$5.16M | 0.15% | 72 |
|
2024
Q1 | $6.26M | Buy |
+82,801
| New | +$6.26M | 0.47% | 32 |
|