CWM
CMH Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
60,619
-801
| -1% | -$79K | 1.39% | 38 |
|
|
2025
Q1 | $6.41M | Buy |
61,420
+14,719
| +32% | +$1.54M | 1.61% | 31 |
|
|
2024
Q4 | $6.31M | Buy |
46,701
+916
| +2% | +$124K | 1.45% | 33 |
|
|
2024
Q3 | $7.14M | Sell |
45,785
-19,070
| -29% | -$2.97M | 1.68% | 28 |
|
|
2024
Q2 | $9.6M | Buy |
64,855
+1,961
| +3% | +$290K | 2.36% | 13 |
|
|
2024
Q1 | $11.1M | Sell |
62,894
-6,461
| -9% | -$1.14M | 2.83% | 10 |
|
|
2023
Q4 | $9.88M | Sell |
69,355
-21,030
| -23% | -$3M | 2.39% | 16 |
|
|
2023
Q3 | $9.99M | Buy |
90,385
+22,981
| +34% | +$2.54M | 2.79% | 13 |
|
|
2023
Q2 | $8.89M | Buy |
67,404
+29,077
| +76% | +$3.84M | 2.39% | 16 |
|
|
2023
Q1 | $6.35M | Buy |
38,327
+798
| +2% | +$132K | 1.83% | 21 |
|
|
2022
Q4 | $5.59M | Buy |
37,529
+1,238
| +3% | +$185K | 1.8% | 20 |
|
|
2022
Q3 | $5.39M | Buy |
36,291
+15,957
| +78% | +$2.37M | 1.97% | 17 |
|
|
2022
Q2 | $2.87M | Buy |
20,334
+1,893
| +10% | +$267K | 1.04% | 40 |
|
|
2022
Q1 | $3.91M | Buy |
18,441
+903
| +5% | +$192K | 1.2% | 35 |
|
|
2021
Q4 | $4.06M | Sell |
17,538
-571
| -3% | -$132K | 1.22% | 35 |
|
|
2021
Q3 | $4.14M | Sell |
18,109
-9,146
| -34% | -$2.09M | 1.36% | 28 |
|
|
2021
Q2 | $6.59M | Sell |
27,255
-1,638
| -6% | -$396K | 2.2% | 16 |
|
|
2021
Q1 | $5.72M | Sell |
28,893
-314
| -1% | -$62.2K | 2.16% | 20 |
|
|
2020
Q4 | $5.16M | Sell |
29,207
-271
| -0.9% | -$47.8K | 1.89% | 19 |
|
|
2020
Q3 | $4.64M | Buy |
29,478
+909
| +3% | +$143K | 1.99% | 18 |
|
|
2020
Q2 | $3.43M | Buy |
28,569
+236
| +0.8% | +$28.3K | 1.64% | 24 |
|
|
2020
Q1 | $2.63M | Buy |
28,333
+4,658
| +20% | +$433K | 1.54% | 27 |
|
|
2019
Q4 | $3.04M | Sell |
23,675
-790
| -3% | -$101K | 1.56% | 25 |
|
|
2019
Q3 | $2.62M | Buy |
+24,465
| New | +$2.62M | 1.48% | 31 |
|