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