Concord Wealth Partners’s Target TGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.6K | Sell |
239
-55
| -19% | -$5.43K | ﹤0.01% | 446 |
|
2025
Q1 | $30.7K | Buy |
294
+20
| +7% | +$2.09K | 0.01% | 384 |
|
2024
Q4 | $37K | Sell |
274
-85
| -24% | -$11.5K | 0.01% | 377 |
|
2024
Q3 | $56K | Sell |
359
-2
| -0.6% | -$312 | 0.01% | 322 |
|
2024
Q2 | $53.4K | Sell |
361
-128
| -26% | -$18.9K | 0.01% | 304 |
|
2024
Q1 | $86.7K | Buy |
489
+25
| +5% | +$4.43K | 0.02% | 283 |
|
2023
Q4 | $66.1K | Sell |
464
-104
| -18% | -$14.8K | 0.01% | 319 |
|
2023
Q3 | $62.8K | Sell |
568
-77
| -12% | -$8.51K | 0.01% | 346 |
|
2023
Q2 | $85.1K | Buy |
645
+144
| +29% | +$19K | 0.02% | 294 |
|
2023
Q1 | $83K | Sell |
501
-332
| -40% | -$55K | 0.02% | 272 |
|
2022
Q4 | $124K | Buy |
+833
| New | +$124K | 0.04% | 219 |
|
2022
Q3 | – | Sell |
-794
| Closed | -$112K | – | 1047 |
|
2022
Q2 | $112K | Buy |
794
+24
| +3% | +$3.39K | 0.03% | 245 |
|
2022
Q1 | $163K | Buy |
770
+8
| +1% | +$1.69K | 0.04% | 212 |
|
2021
Q4 | $176K | Buy |
762
+449
| +143% | +$104K | 0.04% | 208 |
|
2021
Q3 | $72K | Sell |
313
-419
| -57% | -$96.4K | 0.03% | 169 |
|
2021
Q2 | $177K | Buy |
732
+78
| +12% | +$18.9K | 0.05% | 151 |
|
2021
Q1 | $130K | Buy |
654
+320
| +96% | +$63.6K | 0.04% | 176 |
|
2020
Q4 | $59K | Buy |
+334
| New | +$59K | 0.05% | 186 |
|