Venturi Wealth Management’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 | – | Sell |
-3,087
| Closed | -$352K | – | 540 |
|
2025
Q1 | $352K | Buy |
3,087
+104
| +3% | +$11.9K | 0.02% | 405 |
|
2024
Q4 | $267K | Buy |
2,983
+132
| +5% | +$11.8K | 0.01% | 482 |
|
2024
Q3 | $235K | Buy |
2,851
+1,185
| +71% | +$97.7K | 0.01% | 425 |
|
2024
Q2 | $146K | Buy |
1,666
+1,601
| +2,463% | +$141K | 0.01% | 450 |
|
2024
Q1 | $4.92K | Buy |
+65
| New | +$4.92K | ﹤0.01% | 1095 |
|