Encompass Wealth Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $783K | Hold |
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|
2024
Q2 | $744K | Hold |
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|
2024
Q1 | $891K | Hold |
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|
2023
Q4 | $716K | Hold |
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|
2023
Q3 | $556K | Hold |
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|
2023
Q2 | $663K | Buy |
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|
2023
Q1 | $667K | Hold |
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|
2022
Q4 | $600K | Hold |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $393K | Hold |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $423K | Sell |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $973K | Buy |
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