Mount Yale Investment Advisors’s TJX Companies TJX Stock Holding History

Mount Yale Investment Advisors’s Portfolio TJX Stock Details TJX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.33M	Sell	18,838 -1,244	-6%	-$154K	0.18%	114
2025 Q1	$2.45M	Buy	20,082 +960	+5%	+$117K	0.21%	103
2024 Q4	$2.31M	Buy	19,122 +1,532	+9%	+$185K	0.19%	108
2024 Q3	$2.07M	Sell	17,590 -3,882	-18%	-$456K	0.2%	116
2024 Q2	$2.36M	Buy	21,472 +100	+0.5%	+$11K	0.19%	106
2024 Q1	$2.17M	Buy	21,372 +209	+1%	+$21.2K	0.17%	122
2023 Q4	$1.99M	Buy	21,163 +2,727	+15%	+$256K	0.19%	123
2023 Q3	$1.64M	Sell	18,436 -79	-0.4%	-$7.02K	0.18%	127
2023 Q2	$1.57M	Sell	18,515 -718	-4%	-$60.9K	0.17%	132
2023 Q1	$1.51M	Sell	19,233 -14,531	-43%	-$1.14M	0.17%	128
2022 Q4	$2.69M	Sell	33,764 -926	-3%	-$73.7K	0.31%	84
2022 Q3	$2.16M	Sell	34,690 -3,240	-9%	-$201K	0.29%	84
2022 Q2	$2.12M	Sell	37,930 -1,949	-5%	-$109K	0.27%	85
2022 Q1	$2.42M	Buy	39,879 +2,248	+6%	+$136K	0.26%	85
2021 Q4	$2.86M	Sell	37,631 -4,379	-10%	-$332K	0.3%	83
2021 Q3	$2.77M	Buy	42,010 +7,941	+23%	+$524K	0.32%	80
2021 Q2	$2.3M	Sell	34,069 -376	-1%	-$25.4K	0.28%	85
2021 Q1	$2.28M	Sell	34,445 -2,775	-7%	-$184K	0.3%	82
2020 Q4	$2.54M	Sell	37,220 -340	-0.9%	-$23.2K	0.36%	72
2020 Q3	$2.09M	Sell	37,560 -1,045	-3%	-$58.1K	0.3%	77
2020 Q2	$1.95M	Sell	38,605 -300	-0.8%	-$15.2K	0.35%	73
2020 Q1	$1.86M	Buy	38,905 +1,058	+3%	+$50.6K	0.42%	60
2019 Q4	$2.24M	Sell	37,847 -11,300	-23%	-$667K	0.39%	58
2019 Q3	$2.87M	Buy	49,147 +1,235	+3%	+$72.1K	0.51%	43
2019 Q2	$2.5M	Sell	47,912 -91	-0.2%	-$4.75K	0.46%	50
2019 Q1	$2.55M	Sell	48,003 -579	-1%	-$30.8K	0.48%	51
2018 Q4	$2.39M	Sell	48,582 -47,306	-49%	-$2.32M	0.48%	49
2018 Q3	$2.66M	Buy	95,888 +40,230	+72%	+$1.11M	0.46%	46
2018 Q2	$2.65M	Sell	55,658 -10,290	-16%	-$490K	0.5%	47
2018 Q1	$2.69M	Buy	+65,948	New	+$2.69M	0.58%	45