UMB Bank’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 | $162K | Buy |
1,503
+120
| +9% | +$12.9K | ﹤0.01% | 655 |
|
2025
Q1 | $158K | Buy |
1,383
+759
| +122% | +$86.6K | ﹤0.01% | 624 |
|
2024
Q4 | $55.8K | Buy |
624
+253
| +68% | +$22.6K | ﹤0.01% | 878 |
|
2024
Q3 | $30.6K | Buy |
371
+293
| +376% | +$24.2K | ﹤0.01% | 1041 |
|
2024
Q2 | $6.85K | Buy |
78
+46
| +144% | +$4.04K | ﹤0.01% | 1346 |
|
2024
Q1 | $2.42K | Buy |
+32
| New | +$2.42K | ﹤0.01% | 1485 |
|
2023
Q4 | – | Sell |
-49
| Closed | -$3.5K | – | 1620 |
|
2023
Q3 | $3.5K | Hold |
49
| – | – | ﹤0.01% | 1471 |
|
2023
Q2 | $3.09K | Hold |
49
| – | – | ﹤0.01% | 1473 |
|
2023
Q1 | $3.73K | Hold |
49
| – | – | ﹤0.01% | 1458 |
|
2022
Q4 | $3K | Sell |
49
-4
| -8% | -$245 | ﹤0.01% | 1495 |
|
2022
Q3 | $4K | Sell |
53
-19
| -26% | -$1.43K | ﹤0.01% | 1486 |
|
2022
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 1608 |
|
2022
Q1 | $5K | Hold |
72
| – | – | ﹤0.01% | 1645 |
|
2021
Q4 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 1623 |
|