Congress Wealth Management’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
27,682
+19,447
| +236% | +$1.92M | 0.03% | 506 |
|
|
2025
Q1 | $862K | Buy |
8,235
+5,740
| +230% | +$601K | 0.01% | 669 |
|
|
2024
Q4 | $337K | Buy |
+2,495
| New | +$337K | ﹤0.01% | 740 |
|
|
2024
Q2 | – | Sell |
-1,171
| Closed | -$208K | – | 741 |
|
|
2024
Q1 | $208K | Buy |
+1,171
| New | +$208K | ﹤0.01% | 569 |
|
|
2023
Q2 | – | Sell |
-3,255
| Closed | -$539K | – | 575 |
|
|
2023
Q1 | $539K | Buy |
3,255
+147
| +5% | +$24.4K | 0.01% | 410 |
|
|
2022
Q4 | $463K | Sell |
3,108
-97
| -3% | -$14.5K | 0.01% | 416 |
|
|
2022
Q3 | $475K | Sell |
3,205
-500
| -13% | -$74.1K | 0.01% | 413 |
|
|
2022
Q2 | $523K | Buy |
3,705
+1,785
| +93% | +$252K | 0.01% | 400 |
|
|
2022
Q1 | $408K | Sell |
1,920
-436
| -19% | -$92.7K | 0.01% | 470 |
|
|
2021
Q4 | $546K | Buy |
+2,356
| New | +$546K | 0.01% | 452 |
|