Walled Lake Planning & Wealth Management’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
$386K Sell
3,125
-1,261
-29% -$156K 0.13% 88
2025
Q1
$534K Sell
4,386
-67
-2% -$8.16K 0.19% 65
2024
Q4
$538K Buy
4,453
+8
+0.2% +$966 0.2% 66
2024
Q3
$522K Buy
4,445
+9
+0.2% +$1.06K 0.2% 62
2024
Q2
$488K Sell
4,436
-949
-18% -$104K 0.2% 61
2024
Q1
$546K Buy
5,385
+11
+0.2% +$1.12K 0.22% 46
2023
Q4
$504K Buy
5,374
+13
+0.2% +$1.22K 0.23% 46
2023
Q3
$476K Sell
5,361
-406
-7% -$36.1K 0.24% 44
2023
Q2
$489K Buy
5,767
+18
+0.3% +$1.53K 0.24% 43
2023
Q1
$450K Sell
5,749
-1,089
-16% -$85.3K 0.24% 46
2022
Q4
$544K Sell
6,838
-2,324
-25% -$185K 0.37% 35
2022
Q3
$569K Buy
9,162
+27
+0.3% +$1.68K 0.4% 39
2022
Q2
$510K Buy
9,135
+26
+0.3% +$1.45K 0.35% 39
2022
Q1
$552K Buy
9,109
+89
+1% +$5.39K 0.33% 40
2021
Q4
$685K Sell
9,020
-973
-10% -$73.9K 0.4% 38
2021
Q3
$659K Buy
9,993
+1
+0% +$66 0.41% 39
2021
Q2
$674K Buy
9,992
+2
+0% +$135 0.44% 36
2021
Q1
$661K Buy
9,990
+3
+0% +$198 0.46% 35
2020
Q4
$682K Sell
9,987
-434
-4% -$29.6K 0.52% 35
2020
Q3
$580K Hold
10,421
0.47% 36
2020
Q2
$527K Hold
10,421
0.44% 34
2020
Q1
$498K Buy
10,421
+2
+0% +$96 0.46% 33
2019
Q4
$636K Buy
+10,419
New +$636K 0.46% 34