Valley Wealth Managers’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
Q1 | – | Sell |
-204,108
| Closed | -$18.2M | – | 381 |
|
|
2024
Q4 | $18.2M | Sell |
204,108
-2,906
| -1% | -$260K | 1.36% | 33 |
|
|
2024
Q3 | $17.1M | Buy |
207,014
+1,384
| +0.7% | +$114K | 1.27% | 40 |
|
|
2024
Q2 | $18.1M | Sell |
205,630
-14,885
| -7% | -$1.31M | 1.44% | 28 |
|
|
2024
Q1 | $16.7M | Buy |
220,515
+26,685
| +14% | +$2.02M | 1.26% | 37 |
|
|
2023
Q4 | $12.9M | Sell |
193,830
-14,610
| -7% | -$974K | 1.01% | 45 |
|
|
2023
Q3 | $14.9M | Sell |
208,440
-8,641
| -4% | -$617K | 1.24% | 36 |
|
|
2023
Q2 | $13.7M | Sell |
217,081
-2,464
| -1% | -$155K | 1.23% | 41 |
|
|
2023
Q1 | $16.7M | Buy |
219,545
+33,511
| +18% | +$2.55M | 1.52% | 34 |
|
|
2022
Q4 | $12.3M | Sell |
186,034
-38,382
| -17% | -$2.54M | 1.14% | 41 |
|
|
2022
Q3 | $16.3M | Buy |
+224,416
| New | +$16.3M | 1.63% | 25 |
|