DWM
Dakota Wealth Management’s Target TGT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $448K | Sell |
4,538
-2,048
| -31% | -$202K | 0.01% | 535 |
|
2025
Q1 | $687K | Sell |
6,586
-1,548
| -19% | -$162K | 0.02% | 449 |
|
2024
Q4 | $1.1M | Sell |
8,134
-32,656
| -80% | -$4.41M | 0.03% | 338 |
|
2024
Q3 | $6.36M | Buy |
40,790
+4,397
| +12% | +$685K | 0.14% | 130 |
|
2024
Q2 | $5.39M | Buy |
36,393
+2,928
| +9% | +$433K | 0.13% | 147 |
|
2024
Q1 | $5.93M | Buy |
33,465
+24,950
| +293% | +$4.42M | 0.15% | 140 |
|
2023
Q4 | $1.21M | Sell |
8,515
-250
| -3% | -$35.6K | 0.05% | 287 |
|
2023
Q3 | $969K | Sell |
8,765
-1,158
| -12% | -$128K | 0.04% | 288 |
|
2023
Q2 | $1.31M | Sell |
9,923
-12,053
| -55% | -$1.59M | 0.06% | 219 |
|
2023
Q1 | $3.64M | Sell |
21,976
-511
| -2% | -$84.6K | 0.24% | 106 |
|
2022
Q4 | $3.35M | Sell |
22,487
-489
| -2% | -$72.9K | 0.24% | 102 |
|
2022
Q3 | $3.41M | Buy |
22,976
+5,014
| +28% | +$744K | 0.28% | 88 |
|
2022
Q2 | $2.54M | Buy |
17,962
+1,043
| +6% | +$147K | 0.23% | 113 |
|
2022
Q1 | $3.59M | Sell |
16,919
-7,967
| -32% | -$1.69M | 0.29% | 102 |
|
2021
Q4 | $5.76M | Buy |
24,886
+9,350
| +60% | +$2.16M | 0.61% | 40 |
|
2021
Q3 | $3.55M | Buy |
15,536
+2,587
| +20% | +$592K | 0.41% | 67 |
|
2021
Q2 | $3.13M | Buy |
12,949
+567
| +5% | +$137K | 0.37% | 77 |
|
2021
Q1 | $2.45M | Buy |
12,382
+3,185
| +35% | +$631K | 0.32% | 84 |
|
2020
Q4 | $1.62M | Buy |
9,197
+213
| +2% | +$37.6K | 0.21% | 112 |
|
2020
Q3 | $1.41M | Sell |
8,984
-786
| -8% | -$124K | 0.22% | 94 |
|
2020
Q2 | $1.17M | Sell |
9,770
-3,088
| -24% | -$370K | 0.2% | 110 |
|
2020
Q1 | $1.2M | Buy |
12,858
+4,800
| +60% | +$446K | 0.26% | 92 |
|
2019
Q4 | $1.03M | Sell |
8,058
-1,191
| -13% | -$153K | 0.17% | 122 |
|
2019
Q3 | $989K | Sell |
9,249
-2,701
| -23% | -$289K | 0.17% | 118 |
|
2019
Q2 | $1.04M | Buy |
11,950
+2,620
| +28% | +$227K | 0.2% | 108 |
|
2019
Q1 | $749K | Buy |
+9,330
| New | +$749K | 0.15% | 142 |
|