Steward Partners Investment Advisory’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	$3.09M	Buy	31,349 +552	+2%	+$53.2K	0.02%	691
2025 Q4	$2.77M	Buy	30,797 +246	+0.8%	+$22.6K	0.02%	658
2025 Q3	$2.85M	Sell	30,551 -2,075	-6%	-$212K	0.02%	653
2025 Q2	$3.52M	Sell	32,626 -11,443	-26%	-$1.3M	0.03%	521
2025 Q1	$5.03M	Buy	44,069 +423	+1%	+$43.6K	0.04%	395
2024 Q4	$3.9M	Buy	43,646 +32,635	+296%	+$2.95M	0.03%	445
2024 Q3	$908K	Sell	11,011 -8,197	-43%	-$693K	0.01%	890
2024 Q2	$1.69M	Sell	19,208 -1,946	-9%	-$158K	0.02%	640
2024 Q1	$1.6M	Buy	21,154 +1,976	+10%	+$138K	0.02%	642
2023 Q4	$1.28M	Buy	19,178 +2,226	+13%	+$151K	0.02%	650
2023 Q3	$1.21M	Sell	16,952 -12,479	-42%	-$840K	0.02%	612
2023 Q2	$1.85M	Sell	29,431 -504	-2%	-$34.9K	0.03%	500
2023 Q1	$2.28M	Buy	29,935 +670	+2%	+$48.7K	0.04%	435
2022 Q4	$1.94M	Sell	29,265 -2,631	-8%	-$191K	0.03%	457
2022 Q3	$2.32M	Buy	31,896 +15,821	+98%	+$1.13M	0.04%	384
2022 Q2	$1M	Buy	16,075 +15,920	+10,271%	+$1M	0.02%	635
2022 Q1	$10K	Buy	155 +64	+70%	+$4.02K	﹤0.01%	2648
2021 Q4	$6K	Buy	+91	New	+$5.68K	﹤0.01%	2759
2021 Q1	–	Sell	-92	Closed	-$3K	–	3417
2020 Q4	$3K	Buy	+92	New	+$3.67K	﹤0.01%	2614