Atwood & Palmer’s Target TGT Stock Holding History

Atwood & Palmer’s Portfolio TGT Stock Details TGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$38.4K	Hold	389	–	–	﹤0.01%	257
2025 Q1	$40.6K	Buy	389 +352	+951%	+$36.7K	﹤0.01%	235
2024 Q4	$5K	Hold	37	–	–	﹤0.01%	379
2024 Q3	$5.77K	Hold	37	–	–	﹤0.01%	371
2024 Q2	$5.48K	Hold	37	–	–	﹤0.01%	362
2024 Q1	$6.56K	Sell	37 -24	-39%	-$4.25K	﹤0.01%	330
2023 Q4	$8.69K	Hold	61	–	–	﹤0.01%	318
2023 Q3	$6.75K	Hold	61	–	–	﹤0.01%	325
2023 Q2	$8.05K	Hold	61	–	–	﹤0.01%	325
2023 Q1	$10.1K	Hold	61	–	–	﹤0.01%	302
2022 Q4	$9.09K	Hold	61	–	–	﹤0.01%	322
2022 Q3	$9K	Hold	61	–	–	﹤0.01%	310
2022 Q2	$9K	Hold	61	–	–	﹤0.01%	333
2022 Q1	$13K	Sell	61 -120	-66%	-$25.6K	﹤0.01%	352
2021 Q4	$42K	Buy	181 +47	+35%	+$10.9K	﹤0.01%	248
2021 Q3	$31K	Buy	134 +110	+458%	+$25.4K	﹤0.01%	264
2021 Q2	$6K	Hold	24	–	–	﹤0.01%	357
2021 Q1	$5K	Buy	+24	New	+$5K	﹤0.01%	387
2018 Q2	–	Sell	-150	Closed	-$10K	–	321
2018 Q1	$10K	Hold	150	–	–	﹤0.01%	255
2017 Q4	$10K	Hold	150	–	–	﹤0.01%	252
2017 Q3	$9K	Hold	150	–	–	﹤0.01%	259
2017 Q2	$8K	Buy	150 +50	+50%	+$2.67K	﹤0.01%	266
2017 Q1	$6K	Sell	100 -504	-83%	-$30.2K	﹤0.01%	259
2016 Q4	$44K	Hold	604	–	–	0.01%	176
2016 Q3	$41K	Buy	604 +54	+10%	+$3.67K	0.01%	180
2016 Q2	$38K	Hold	550	–	–	0.01%	184
2016 Q1	$45K	Sell	550 -6,500	-92%	-$532K	0.01%	179
2015 Q4	$512K	Hold	7,050	–	–	0.1%	88
2015 Q3	$555K	Hold	7,050	–	–	0.11%	88
2015 Q2	$575K	Hold	7,050	–	–	0.1%	91
2015 Q1	$579K	Hold	7,050	–	–	0.1%	91
2014 Q4	$536K	Buy	7,050 +100	+1%	+$7.6K	0.1%	90
2014 Q3	$436K	Buy	6,950 +6,500	+1,444%	+$408K	0.08%	97
2014 Q2	$26K	Sell	450 -6,588	-94%	-$381K	0.01%	221
2014 Q1	$426K	Hold	7,038	–	–	0.1%	87
2013 Q4	$445K	Hold	7,038	–	–	0.11%	77
2013 Q3	$450K	Sell	7,038 -187	-3%	-$12K	0.12%	77
2013 Q2	$498K	Buy	+7,225	New	+$498K	0.13%	73