MWM
Mascoma Wealth Management’s TJX Companies TJX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Hold |
1,187
| – | – | 0.03% | 106 |
|
|
2025
Q1 | $145K | Buy |
1,187
+1
| +0.1% | +$122 | 0.04% | 107 |
|
|
2024
Q4 | $143K | Sell |
1,186
-40
| -3% | -$4.83K | 0.04% | 109 |
|
|
2024
Q3 | $144K | Hold |
1,226
| – | – | 0.04% | 111 |
|
|
2024
Q2 | $135K | Buy |
1,226
+67
| +6% | +$7.38K | 0.04% | 116 |
|
|
2024
Q1 | $118K | Hold |
1,159
| – | – | 0.03% | 126 |
|
|
2023
Q4 | $109K | Sell |
1,159
-99
| -8% | -$9.29K | 0.03% | 133 |
|
|
2023
Q3 | $112K | Buy |
1,258
+75
| +6% | +$6.67K | 0.04% | 131 |
|
|
2023
Q2 | $102K | Buy |
1,183
+19
| +2% | +$1.65K | 0.03% | 137 |
|
|
2023
Q1 | $91.8K | Hold |
1,164
| – | – | 0.03% | 172 |
|
|
2022
Q4 | $92.7K | Sell |
1,164
-799
| -41% | -$63.6K | 0.03% | 169 |
|
|
2022
Q3 | $122K | Buy |
1,963
+387
| +25% | +$24.1K | 0.04% | 151 |
|
|
2022
Q2 | $88K | Buy |
1,576
+2
| +0.1% | +$112 | 0.03% | 182 |
|
|
2022
Q1 | $95K | Buy |
1,574
+1
| +0.1% | +$60 | 0.03% | 191 |
|
|
2021
Q4 | $119K | Sell |
1,573
-5,460
| -78% | -$413K | 0.04% | 149 |
|
|
2021
Q3 | $464K | Buy |
7,033
+2
| +0% | +$132 | 0.18% | 62 |
|
|
2021
Q2 | $474K | Hold |
7,031
| – | – | 0.2% | 60 |
|
|
2021
Q1 | $465K | Buy |
7,031
+83
| +1% | +$5.49K | 0.2% | 64 |
|
|
2020
Q4 | $474K | Buy |
+6,948
| New | +$474K | 0.24% | 54 |
|
|
2019
Q3 | $977K | Buy |
17,523
+3,578
| +26% | +$199K | 0.62% | 35 |
|
|
2019
Q2 | $737K | Buy |
13,945
+2,202
| +19% | +$116K | 0.46% | 35 |
|
|
2019
Q1 | $625K | Buy |
11,743
+2,153
| +22% | +$115K | 0.42% | 33 |
|
|
2018
Q4 | $429K | Buy |
9,590
+5,996
| +167% | +$268K | 0.33% | 41 |
|
|
2018
Q3 | $403K | Sell |
3,594
-3,849
| -52% | -$432K | 0.27% | 46 |
|
|
2018
Q2 | $708K | Buy |
7,443
+1,442
| +24% | +$137K | 0.5% | 31 |
|
|
2018
Q1 | $489K | Buy |
6,001
+400
| +7% | +$32.6K | 0.32% | 38 |
|
|
2017
Q4 | $440K | Buy |
5,601
+5,348
| +2,114% | +$420K | 0.27% | 38 |
|
|
2017
Q3 | $19K | Buy |
253
+208
| +462% | +$15.6K | 0.01% | 236 |
|
|
2017
Q2 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 358 |
|