Heritage 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 | $133K | Hold |
1,079
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $131K | Buy |
1,079
+44
| +4% | +$5.36K | 0.01% | 224 |
|
|
2024
Q4 | $125K | Buy |
1,035
+6
| +0.6% | +$725 | 0.01% | 238 |
|
|
2024
Q3 | $121K | Buy |
+1,029
| New | +$121K | 0.01% | 249 |
|
|
2023
Q4 | – | Sell |
-275
| Closed | -$24.4K | – | 593 |
|
|
2023
Q3 | $24.4K | Sell |
275
-125
| -31% | -$11.1K | ﹤0.01% | 362 |
|
|
2023
Q2 | $33.9K | Hold |
400
| – | – | ﹤0.01% | 362 |
|
|
2023
Q1 | $31.3K | Buy |
400
+125
| +45% | +$9.8K | ﹤0.01% | 368 |
|
|
2022
Q4 | $21.9K | Buy |
+275
| New | +$21.9K | ﹤0.01% | 401 |
|
|
2020
Q1 | – | Sell |
-32
| Closed | -$1.95K | – | 574 |
|
|
2019
Q4 | $1.95K | Buy |
+32
| New | +$1.95K | ﹤0.01% | 567 |
|
|
2019
Q2 | – | Sell |
-28
| Closed | -$1.49K | – | 487 |
|
|
2019
Q1 | $1.49K | Hold |
28
| – | – | ﹤0.01% | 418 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 378 |
|
|
2018
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 376 |
|