APP
Avantax Planning Partners’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
13,085
+159
| +1% | +$15.7K | 0.04% | 173 |
|
|
2025
Q1 | $1.35M | Buy |
12,926
+1,069
| +9% | +$112K | 0.05% | 158 |
|
|
2024
Q4 | $1.6M | Buy |
11,857
+201
| +2% | +$27.2K | 0.06% | 138 |
|
|
2024
Q3 | $1.82M | Sell |
11,656
-213
| -2% | -$33.2K | 0.07% | 132 |
|
|
2024
Q2 | $1.76M | Sell |
11,869
-166
| -1% | -$24.6K | 0.06% | 150 |
|
|
2024
Q1 | $2.13M | Sell |
12,035
-434
| -3% | -$76.9K | 0.07% | 144 |
|
|
2023
Q4 | $1.78M | Sell |
12,469
-525
| -4% | -$74.8K | 0.07% | 121 |
|
|
2023
Q3 | $1.44M | Buy |
12,994
+474
| +4% | +$52.4K | 0.06% | 133 |
|
|
2023
Q2 | $1.65M | Sell |
12,520
-861
| -6% | -$114K | 0.07% | 121 |
|
|
2023
Q1 | $2.22M | Sell |
13,381
-307
| -2% | -$50.8K | 0.09% | 99 |
|
|
2022
Q4 | $2.04M | Sell |
13,688
-110
| -0.8% | -$16.4K | 0.08% | 102 |
|
|
2022
Q3 | $2.05M | Buy |
13,798
+7
| +0.1% | +$1.04K | 0.09% | 93 |
|
|
2022
Q2 | $1.95M | Buy |
13,791
+63
| +0.5% | +$8.9K | 0.08% | 103 |
|
|
2022
Q1 | $2.91M | Buy |
13,728
+27
| +0.2% | +$5.73K | 0.12% | 81 |
|
|
2021
Q4 | $3.17M | Buy |
13,701
+93
| +0.7% | +$21.5K | 0.13% | 72 |
|
|
2021
Q3 | $3.11M | Sell |
13,608
-68
| -0.5% | -$15.6K | 0.14% | 60 |
|
|
2021
Q2 | $3.31M | Buy |
13,676
+176
| +1% | +$42.5K | 0.16% | 59 |
|
|
2021
Q1 | $2.67M | Buy |
13,500
+113
| +0.8% | +$22.4K | 0.14% | 66 |
|
|
2020
Q4 | $2.36M | Buy |
13,387
+13
| +0.1% | +$2.3K | 0.12% | 68 |
|
|
2020
Q3 | $2.11M | Buy |
13,374
+1,178
| +10% | +$185K | 0.11% | 80 |
|
|
2020
Q2 | $1.46M | Buy |
12,196
+9,046
| +287% | +$1.09M | 0.08% | 100 |
|
|
2020
Q1 | $293K | Buy |
3,150
+245
| +8% | +$22.8K | 0.02% | 205 |
|
|
2019
Q4 | $372K | Sell |
2,905
-198
| -6% | -$25.4K | 0.02% | 203 |
|
|
2019
Q3 | $332K | Buy |
3,103
+244
| +9% | +$26.1K | 0.02% | 217 |
|
|
2019
Q2 | $254K | Buy |
2,859
+5
| +0.2% | +$444 | 0.02% | 256 |
|
|
2019
Q1 | $229K | Sell |
2,854
-260
| -8% | -$20.9K | 0.02% | 264 |
|
|
2018
Q4 | $206K | Buy |
3,114
+136
| +5% | +$9K | 0.02% | 256 |
|
|
2018
Q3 | $263K | Buy |
+2,978
| New | +$263K | 0.02% | 209 |
|
|
2018
Q2 | – | Sell |
-1,727
| Closed | -$120K | – | 1343 |
|
|
2018
Q1 | $120K | Buy |
+1,727
| New | +$120K | 0.01% | 380 |
|