Heartwood Wealth Advisors’s TJX Companies TJX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
3,037
+215
| +8% | +$26.6K | 0.04% | 127 |
|
|
2025
Q1 | $344K | Sell |
2,822
-424
| -13% | -$51.6K | 0.04% | 123 |
|
|
2024
Q4 | $392K | Hold |
3,246
| – | – | 0.04% | 107 |
|
|
2024
Q3 | $382K | Sell |
3,246
-52
| -2% | -$6.11K | 0.04% | 115 |
|
|
2024
Q2 | $363K | Buy |
3,298
+854
| +35% | +$94K | 0.04% | 116 |
|
|
2024
Q1 | $248K | Hold |
2,444
| – | – | 0.03% | 136 |
|
|
2023
Q4 | $229K | Hold |
2,444
| – | – | 0.03% | 126 |
|
|
2023
Q3 | $217K | Hold |
2,444
| – | – | 0.03% | 126 |
|
|
2023
Q2 | $207K | Buy |
+2,444
| New | +$207K | 0.03% | 133 |
|
|
2022
Q2 | – | Sell |
-3,496
| Closed | -$212K | – | 128 |
|
|
2022
Q1 | $212K | Buy |
+3,496
| New | +$212K | 0.03% | 115 |
|