Summit Trail 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 | $4.66M | Buy |
+37,769
| New | +$4.66M | 0.08% | 130 |
|
|
2024
Q4 | – | Sell |
-22,007
| Closed | -$2.59M | – | 724 |
|
|
2024
Q3 | $2.59M | Buy |
22,007
+2,567
| +13% | +$302K | 0.06% | 135 |
|
|
2024
Q2 | $2.14M | Buy |
19,440
+1,293
| +7% | +$142K | 0.06% | 138 |
|
|
2024
Q1 | $1.84M | Buy |
18,147
+2,155
| +13% | +$219K | 0.05% | 140 |
|
|
2023
Q4 | $1.5M | Buy |
15,992
+211
| +1% | +$19.8K | 0.05% | 124 |
|
|
2023
Q3 | $1.4M | Buy |
15,781
+1,489
| +10% | +$132K | 0.05% | 122 |
|
|
2023
Q2 | $1.21M | Buy |
14,292
+2,823
| +25% | +$239K | 0.05% | 146 |
|
|
2023
Q1 | $899K | Buy |
11,469
+697
| +6% | +$54.6K | 0.04% | 139 |
|
|
2022
Q4 | $857K | Buy |
10,772
+976
| +10% | +$77.7K | 0.04% | 130 |
|
|
2022
Q3 | $609K | Sell |
9,796
-1,969
| -17% | -$122K | 0.03% | 147 |
|
|
2022
Q2 | $657K | Buy |
11,765
+758
| +7% | +$42.3K | 0.04% | 158 |
|
|
2022
Q1 | $667K | Buy |
11,007
+97
| +0.9% | +$5.88K | 0.05% | 134 |
|
|
2021
Q4 | $828K | Buy |
+10,910
| New | +$828K | 0.05% | 142 |
|
|
2018
Q2 | – | Sell |
-113,412
| Closed | -$3.32M | – | 665 |
|
|
2018
Q1 | $3.32M | Buy |
113,412
+21,942
| +24% | +$643K | 0.56% | 38 |
|
|
2017
Q4 | $3.6M | Buy |
+91,470
| New | +$3.6M | 0.45% | 40 |
|