CWP
CFM Wealth Partners’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
3,307
+200
| +6% | +$19.7K | 0.05% | 116 |
|
|
2025
Q1 | $324K | Buy |
3,107
+135
| +5% | +$14.1K | 0.06% | 114 |
|
|
2024
Q4 | $402K | Buy |
2,972
+147
| +5% | +$19.9K | 0.07% | 104 |
|
|
2024
Q3 | $440K | Buy |
2,825
+33
| +1% | +$5.14K | 0.08% | 104 |
|
|
2024
Q2 | $413K | Hold |
2,792
| – | – | 0.08% | 108 |
|
|
2024
Q1 | $495K | Sell |
2,792
-100
| -3% | -$17.7K | 0.1% | 109 |
|
|
2023
Q4 | $412K | Sell |
2,892
-392
| -12% | -$55.8K | 0.09% | 123 |
|
|
2023
Q3 | $363K | Sell |
3,284
-100
| -3% | -$11.1K | 0.1% | 115 |
|
|
2023
Q2 | $446K | Buy |
3,384
+262
| +8% | +$34.6K | 0.11% | 119 |
|
|
2023
Q1 | $517K | Hold |
3,122
| – | – | 0.14% | 104 |
|
|
2022
Q4 | $465K | Sell |
3,122
-73
| -2% | -$10.9K | 0.14% | 112 |
|
|
2022
Q3 | $474K | Sell |
3,195
-100
| -3% | -$14.8K | 0.15% | 101 |
|
|
2022
Q2 | $465K | Buy |
3,295
+240
| +8% | +$33.9K | 0.14% | 111 |
|
|
2022
Q1 | $648K | Sell |
3,055
-40
| -1% | -$8.48K | 0.16% | 97 |
|
|
2021
Q4 | $718K | Buy |
3,095
+37
| +1% | +$8.58K | 0.16% | 96 |
|
|
2021
Q3 | $699K | Buy |
3,058
+45
| +1% | +$10.3K | 0.18% | 93 |
|
|
2021
Q2 | $728K | Sell |
3,013
-113
| -4% | -$27.3K | 0.19% | 84 |
|
|
2021
Q1 | $619K | Hold |
3,126
| – | – | 0.19% | 89 |
|
|
2020
Q4 | $552K | Sell |
3,126
-228
| -7% | -$40.3K | 0.18% | 84 |
|
|
2020
Q3 | $527K | Hold |
3,354
| – | – | 0.19% | 83 |
|
|
2020
Q2 | $402K | Sell |
3,354
-900
| -21% | -$108K | 0.15% | 92 |
|
|
2020
Q1 | $395K | Buy |
4,254
+434
| +11% | +$40.3K | 0.18% | 84 |
|
|
2019
Q4 | $444K | Buy |
+3,820
| New | +$444K | 0.16% | 97 |
|