Steward Partners Investment Advisory’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
$3.52M Sell
32,626
-11,443
-26% -$1.23M 0.03% 521
2025
Q1
$5.03M Buy
44,069
+423
+1% +$48.3K 0.04% 395
2024
Q4
$3.9M Buy
43,646
+32,635
+296% +$2.92M 0.03% 445
2024
Q3
$908K Sell
11,011
-8,197
-43% -$676K 0.01% 890
2024
Q2
$1.69M Sell
19,208
-1,946
-9% -$171K 0.02% 640
2024
Q1
$1.6M Buy
21,154
+1,976
+10% +$149K 0.02% 642
2023
Q4
$1.28M Buy
19,178
+2,226
+13% +$148K 0.02% 650
2023
Q3
$1.21M Sell
16,952
-12,479
-42% -$891K 0.02% 612
2023
Q2
$1.85M Sell
29,431
-504
-2% -$31.8K 0.03% 500
2023
Q1
$2.28M Buy
29,935
+670
+2% +$51K 0.04% 435
2022
Q4
$1.94M Sell
29,265
-2,631
-8% -$174K 0.03% 457
2022
Q3
$2.32M Buy
31,896
+15,821
+98% +$1.15M 0.04% 384
2022
Q2
$1M Buy
16,075
+15,920
+10,271% +$992K 0.02% 635
2022
Q1
$10K Buy
155
+64
+70% +$4.13K ﹤0.01% 2648
2021
Q4
$6K Buy
+91
New +$6K ﹤0.01% 2759
2021
Q1
Sell
-92
Closed -$3K 3417
2020
Q4
$3K Buy
+92
New +$3K ﹤0.01% 2614