Evermay 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 | $150K | Sell |
1,525
-330
| -18% | -$32.6K | 0.02% | 225 |
|
|
2025
Q1 | $194K | Hold |
1,855
| – | – | 0.03% | 192 |
|
|
2024
Q4 | $251K | Hold |
1,855
| – | – | 0.04% | 176 |
|
|
2024
Q3 | $289K | Sell |
1,855
-275
| -13% | -$42.9K | 0.05% | 159 |
|
|
2024
Q2 | $315K | Hold |
2,130
| – | – | 0.05% | 159 |
|
|
2024
Q1 | $377K | Sell |
2,130
-79
| -4% | -$14K | 0.06% | 150 |
|
|
2023
Q4 | $315K | Sell |
2,209
-16
| -0.7% | -$2.28K | 0.06% | 142 |
|
|
2023
Q3 | $246K | Sell |
2,225
-40
| -2% | -$4.42K | 0.05% | 149 |
|
|
2023
Q2 | $299K | Hold |
2,265
| – | – | 0.06% | 136 |
|
|
2023
Q1 | $375K | Sell |
2,265
-4
| -0.2% | -$663 | 0.08% | 118 |
|
|
2022
Q4 | $338K | Sell |
2,269
-167
| -7% | -$24.9K | 0.07% | 124 |
|
|
2022
Q3 | $361K | Buy |
2,436
+17
| +0.7% | +$2.52K | 0.07% | 118 |
|
|
2022
Q2 | $342K | Buy |
2,419
+94
| +4% | +$13.3K | 0.07% | 124 |
|
|
2022
Q1 | $493K | Buy |
2,325
+11
| +0.5% | +$2.33K | 0.08% | 113 |
|
|
2021
Q4 | $536K | Sell |
2,314
-130
| -5% | -$30.1K | 0.1% | 93 |
|
|
2021
Q3 | $559K | Sell |
2,444
-2,550
| -51% | -$583K | 0.11% | 77 |
|
|
2021
Q2 | $1.21M | Sell |
4,994
-392
| -7% | -$94.7K | 0.22% | 45 |
|
|
2021
Q1 | $1.07M | Sell |
5,386
-20
| -0.4% | -$3.96K | 0.21% | 46 |
|
|
2020
Q4 | $954K | Hold |
5,406
| – | – | 0.21% | 46 |
|
|
2020
Q3 | $851K | Buy |
5,406
+101
| +2% | +$15.9K | 0.21% | 49 |
|
|
2020
Q2 | $636K | Buy |
5,305
+2,650
| +100% | +$318K | 0.17% | 65 |
|
|
2020
Q1 | $247K | Sell |
2,655
-30
| -1% | -$2.79K | 0.08% | 119 |
|
|
2019
Q4 | $344K | Sell |
2,685
-39
| -1% | -$5K | 0.08% | 112 |
|
|
2019
Q3 | $291K | Buy |
2,724
+100
| +4% | +$10.7K | 0.08% | 120 |
|
|
2019
Q2 | $227K | Buy |
+2,624
| New | +$227K | 0.06% | 134 |
|
|
2016
Q3 | – | Sell |
-3,027
| Closed | -$211K | – | 77 |
|
|
2016
Q2 | $211K | Buy |
3,027
+1
| +0% | +$70 | 0.11% | 72 |
|
|
2016
Q1 | $249K | Hold |
3,026
| – | – | 0.14% | 62 |
|
|
2015
Q4 | $220K | Sell |
3,026
-1,238
| -29% | -$90K | 0.13% | 72 |
|
|
2015
Q3 | $335K | Buy |
4,264
+132
| +3% | +$10.4K | 0.2% | 52 |
|
|
2015
Q2 | $337K | Hold |
4,132
| – | – | 0.2% | 53 |
|
|
2015
Q1 | $339K | Buy |
4,132
+1,200
| +41% | +$98.5K | 0.2% | 53 |
|
|
2014
Q4 | $223K | Buy |
+2,932
| New | +$223K | 0.14% | 80 |
|