EWA
EP Wealth Advisors’s TJX Companies TJX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2M | Buy |
285,371
+16,487
| +6% | +$2.04M | 0.23% | 74 |
|
|
2025
Q1 | $32.8M | Buy |
268,884
+15,730
| +6% | +$1.92M | 0.26% | 74 |
|
|
2024
Q4 | $30.6M | Buy |
253,154
+3,012
| +1% | +$364K | 0.25% | 77 |
|
|
2024
Q3 | $29.4M | Buy |
250,142
+28,645
| +13% | +$3.37M | 0.25% | 81 |
|
|
2024
Q2 | $24.4M | Buy |
221,497
+154,342
| +230% | +$17M | 0.26% | 80 |
|
|
2024
Q1 | $6.81M | Buy |
67,155
+11,483
| +21% | +$1.16M | 0.08% | 144 |
|
|
2023
Q4 | $5.22M | Buy |
55,672
+6,340
| +13% | +$595K | 0.07% | 154 |
|
|
2023
Q3 | $4.38M | Buy |
49,332
+923
| +2% | +$82K | 0.07% | 160 |
|
|
2023
Q2 | $3.54M | Buy |
48,409
+20,451
| +73% | +$1.5M | 0.05% | 185 |
|
|
2023
Q1 | $3.08M | Sell |
27,958
-1,757
| -6% | -$194K | 0.05% | 184 |
|
|
2022
Q4 | $2.37M | Buy |
+29,715
| New | +$2.37M | 0.04% | 206 |
|
|
2022
Q3 | – | Sell |
-15,419
| Closed | -$861K | – | 616 |
|
|
2022
Q2 | $861K | Sell |
15,419
-2,298
| -13% | -$128K | 0.02% | 280 |
|
|
2022
Q1 | $1.07M | Sell |
17,717
-575,094
| -97% | -$34.8M | 0.02% | 264 |
|
|
2021
Q4 | $45M | Buy |
592,811
+33,826
| +6% | +$2.57M | 1.06% | 18 |
|
|
2021
Q3 | $36.9M | Buy |
558,985
+39,049
| +8% | +$2.58M | 1.01% | 23 |
|
|
2021
Q2 | $35.1M | Buy |
519,936
+42,961
| +9% | +$2.9M | 0.97% | 22 |
|
|
2021
Q1 | $31.6M | Buy |
476,975
+71,190
| +18% | +$4.71M | 1% | 22 |
|
|
2020
Q4 | $27.7M | Buy |
405,785
+25,541
| +7% | +$1.74M | 0.97% | 23 |
|
|
2020
Q3 | $21.2M | Buy |
380,244
+16,164
| +4% | +$900K | 0.91% | 24 |
|
|
2020
Q2 | $18.4M | Buy |
364,080
+16,422
| +5% | +$830K | 0.79% | 27 |
|
|
2020
Q1 | $16.6M | Buy |
347,658
+14,271
| +4% | +$682K | 0.81% | 27 |
|
|
2019
Q4 | $20.4M | Buy |
333,387
+5,084
| +2% | +$310K | 0.84% | 27 |
|
|
2019
Q3 | $18.3M | Buy |
328,303
+3,197
| +1% | +$178K | 0.91% | 27 |
|
|
2019
Q2 | $17.2M | Sell |
325,106
-3,434
| -1% | -$182K | 1.07% | 25 |
|
|
2019
Q1 | $17.5M | Sell |
328,540
-4,022
| -1% | -$214K | 1.68% | 21 |
|
|
2018
Q4 | $14.9M | Buy |
332,562
+167,785
| +102% | +$7.51M | 1.15% | 22 |
|
|
2018
Q3 | $18.5M | Sell |
164,777
-8,797
| -5% | -$985K | 1.44% | 16 |
|
|
2018
Q2 | $16.5M | Buy |
173,574
+1,533
| +0.9% | +$146K | 1.56% | 16 |
|
|
2018
Q1 | $14M | Buy |
172,041
+10,433
| +6% | +$851K | 1.36% | 21 |
|
|
2017
Q4 | $12.4M | Buy |
161,608
+7,574
| +5% | +$579K | 1.3% | 24 |
|
|
2017
Q3 | $11.4M | Buy |
154,034
+13,234
| +9% | +$976K | 1.31% | 25 |
|
|
2017
Q2 | $10.2M | Buy |
140,800
+9,888
| +8% | +$714K | 1.25% | 24 |
|
|
2017
Q1 | $10.4M | Buy |
130,912
+10,963
| +9% | +$867K | 1.43% | 22 |
|
|
2016
Q4 | $8.05M | Buy |
+119,949
| New | +$8.05M | 1.18% | 25 |
|