CWM
Concentric Wealth Management’s TJX Companies TJX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.57M | Sell |
13,390
-454
| -3% | -$53.4K | 0.38% | 65 |
|
|
2024
Q2 | $1.52M | Sell |
13,844
-60
| -0.4% | -$6.61K | 0.4% | 64 |
|
|
2024
Q1 | $1.41M | Sell |
13,904
-180
| -1% | -$18.3K | 0.38% | 65 |
|
|
2023
Q4 | $1.32M | Sell |
14,084
-625
| -4% | -$58.6K | 0.38% | 66 |
|
|
2023
Q3 | $1.31M | Hold |
14,709
| – | – | 0.43% | 66 |
|
|
2023
Q2 | $1.25M | Sell |
14,709
-1,471
| -9% | -$125K | 0.4% | 66 |
|
|
2023
Q1 | $1.27M | Sell |
16,180
-845
| -5% | -$66.2K | 0.42% | 66 |
|
|
2022
Q4 | $1.36M | Sell |
17,025
-1,825
| -10% | -$145K | 0.46% | 64 |
|
|
2022
Q3 | $1.17M | Sell |
18,850
-100
| -0.5% | -$6.21K | 0.43% | 69 |
|
|
2022
Q2 | $1.06M | Sell |
18,950
-50
| -0.3% | -$2.79K | 0.36% | 72 |
|
|
2022
Q1 | $1.15M | Sell |
19,000
-100
| -0.5% | -$6.06K | 0.33% | 72 |
|
|
2021
Q4 | $1.45M | Sell |
19,100
-980
| -5% | -$74.4K | 0.41% | 71 |
|
|
2021
Q3 | $1.33M | Sell |
20,080
-1,315
| -6% | -$86.8K | 0.41% | 70 |
|
|
2021
Q2 | $1.44M | Sell |
21,395
-250
| -1% | -$16.9K | 0.44% | 71 |
|
|
2021
Q1 | $1.43M | Sell |
21,645
-390
| -2% | -$25.8K | 0.47% | 69 |
|
|
2020
Q4 | $1.51M | Sell |
22,035
-1,875
| -8% | -$128K | 0.55% | 65 |
|
|
2020
Q3 | $1.33M | Sell |
23,910
-616
| -3% | -$34.3K | 0.57% | 65 |
|
|
2020
Q2 | $1.24M | Sell |
24,526
-300
| -1% | -$15.2K | 0.58% | 61 |
|
|
2020
Q1 | $1.19M | Sell |
24,826
-2,775
| -10% | -$133K | 0.66% | 58 |
|
|
2019
Q4 | $1.69M | Buy |
+27,601
| New | +$1.69M | 0.72% | 54 |
|