Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
TJX holding history
TJX Companies Inc in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TJX overviewAll 13F holders of TJXFull Q1 2025 holdings
- Shares (Q1 2025)
- 101,416
- Value
- $12.4M
- % of portfolio
- 0.7%
- Quarters held
- 11
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 101,416 | $12.4M | 0.7% | −451−0.4% | Reduced | Holders |
| Q4 2024 | 101,867 | $12.3M | 0.7% | +9,162+9.9% | Added | Holders |
| Q3 2024 | 92,705 | $10.9M | 0.7% | +8,553+10.2% | Added | Holders |
| Q2 2024 | 84,152 | $9.27M | 0.7% | +1,799+2.2% | Added | Holders |
| Q1 2024 | 82,353 | $8.35M | 0.8% | +3,089+3.9% | Added | Holders |
| Q4 2023 | 79,264 | $7.44M | 0.7% | +5,110+6.9% | Added | Holders |
| Q3 2023 | 74,154 | $6.59M | 0.7% | +7,997+12.1% | Added | Holders |
| Q2 2023 | 66,157 | $5.61M | 0.5% | +2,799+4.4% | Added | Holders |
| Q1 2023 | 63,358 | $4.96M | 0.5% | +42,398+202.3% | Added | Holders |
| Q4 2022 | 20,960 | $1.67M | 0.2% | +1,808+9.4% | Added | Holders |
| Q3 2022 | 19,152 | $1.19M | 0.2% | +19,152 | New | Holders |