Wellspring Financial 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 | $366K | Buy |
2,964
+193
| +7% | +$23.8K | 0.04% | 99 |
|
|
2025
Q1 | $337K | Buy |
2,771
+1
| +0% | +$122 | 0.04% | 88 |
|
|
2024
Q4 | $335K | Sell |
2,770
-16
| -0.6% | -$1.93K | 0.04% | 92 |
|
|
2024
Q3 | $328K | Buy |
2,786
+193
| +7% | +$22.7K | 0.04% | 108 |
|
|
2024
Q2 | $286K | Sell |
2,593
-28
| -1% | -$3.08K | 0.04% | 109 |
|
|
2024
Q1 | $266K | Buy |
2,621
+52
| +2% | +$5.27K | 0.04% | 105 |
|
|
2023
Q4 | $241K | Buy |
+2,569
| New | +$241K | 0.06% | 110 |
|
|
2022
Q2 | – | Sell |
-2,019
| Closed | -$122K | – | 139 |
|
|
2022
Q1 | $122K | Buy |
+2,019
| New | +$122K | 0.04% | 125 |
|
|
2021
Q2 | – | Sell |
-5,783
| Closed | -$276K | – | 114 |
|
|
2021
Q1 | $276K | Sell |
5,783
-370
| -6% | -$17.7K | 0.13% | 68 |
|
|
2020
Q4 | $420K | Buy |
6,153
+350
| +6% | +$23.9K | 0.15% | 59 |
|
|
2020
Q3 | $323K | Hold |
5,803
| – | – | 0.13% | 64 |
|
|
2020
Q2 | $293K | Buy |
5,803
+20
| +0.3% | +$1.01K | 0.12% | 69 |
|
|
2020
Q1 | $276K | Buy |
+5,783
| New | +$276K | 0.13% | 68 |
|