Forvis Mazars Wealth Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.17M | Buy |
32,183
+180
| +0.6% | +$17.8K | 0.07% | 118 |
|
2025
Q1 | $3.34M | Buy |
32,003
+4,026
| +14% | +$420K | 0.08% | 114 |
|
2024
Q4 | $3.78M | Sell |
27,977
-1,303
| -4% | -$176K | 0.09% | 106 |
|
2024
Q3 | $4.56M | Buy |
29,280
+2,194
| +8% | +$342K | 0.1% | 98 |
|
2024
Q2 | $4.01M | Buy |
27,086
+265
| +1% | +$39.2K | 0.1% | 105 |
|
2024
Q1 | $4.75M | Buy |
26,821
+368
| +1% | +$65.2K | 0.12% | 89 |
|
2023
Q4 | $3.77M | Sell |
26,453
-1,377
| -5% | -$196K | 0.1% | 103 |
|
2023
Q3 | $3.08M | Sell |
27,830
-9,859
| -26% | -$1.09M | 0.09% | 114 |
|
2023
Q2 | $4.97M | Buy |
37,689
+8,382
| +29% | +$1.11M | 0.15% | 100 |
|
2023
Q1 | $4.85M | Buy |
29,307
+240
| +0.8% | +$39.8K | 0.16% | 85 |
|
2022
Q4 | $4.33M | Buy |
29,067
+909
| +3% | +$135K | 0.15% | 91 |
|
2022
Q3 | $4.18M | Buy |
28,158
+2,780
| +11% | +$413K | 0.17% | 87 |
|
2022
Q2 | $3.58M | Buy |
25,378
+1,504
| +6% | +$212K | 0.15% | 85 |
|
2022
Q1 | $5.07M | Buy |
23,874
+2,182
| +10% | +$463K | 0.21% | 55 |
|
2021
Q4 | $5.02M | Buy |
21,692
+174
| +0.8% | +$40.3K | 0.21% | 52 |
|
2021
Q3 | $4.92M | Sell |
21,518
-349
| -2% | -$79.8K | 0.23% | 51 |
|
2021
Q2 | $5.29M | Buy |
21,867
+229
| +1% | +$55.4K | 0.25% | 45 |
|
2021
Q1 | $4.29M | Sell |
21,638
-1,282
| -6% | -$254K | 0.21% | 50 |
|
2020
Q4 | $4.05M | Buy |
22,920
+4,921
| +27% | +$869K | 0.2% | 57 |
|
2020
Q3 | $2.83M | Buy |
17,999
+1,657
| +10% | +$261K | 0.17% | 66 |
|
2020
Q2 | $1.96M | Buy |
16,342
+8,598
| +111% | +$1.03M | 0.13% | 84 |
|
2020
Q1 | $720K | Buy |
7,744
+2,870
| +59% | +$267K | 0.06% | 139 |
|
2019
Q4 | $625K | Buy |
4,874
+696
| +17% | +$89.2K | 0.05% | 163 |
|
2019
Q3 | $447K | Buy |
4,178
+330
| +9% | +$35.3K | 0.04% | 185 |
|
2019
Q2 | $333K | Sell |
3,848
-163
| -4% | -$14.1K | 0.03% | 211 |
|
2019
Q1 | $322K | Buy |
4,011
+277
| +7% | +$22.2K | 0.03% | 204 |
|
2018
Q4 | $247K | Sell |
3,734
-3,647
| -49% | -$241K | 0.03% | 199 |
|
2018
Q3 | $651K | Buy |
+7,381
| New | +$651K | 0.06% | 127 |
|
2015
Q4 | – | Sell |
-5,381
| Closed | -$423K | – | 201 |
|
2015
Q3 | $423K | Buy |
5,381
+2,350
| +78% | +$185K | 0.07% | 116 |
|
2015
Q2 | $247K | Sell |
3,031
-1,573
| -34% | -$128K | 0.04% | 160 |
|
2015
Q1 | $378K | Buy |
4,604
+1,266
| +38% | +$104K | 0.05% | 129 |
|
2014
Q4 | $253K | Sell |
3,338
-279
| -8% | -$21.1K | 0.04% | 138 |
|
2014
Q3 | $227K | Sell |
3,617
-6,135
| -63% | -$385K | 0.04% | 128 |
|
2014
Q2 | $565K | Sell |
9,752
-18,384
| -65% | -$1.07M | 0.1% | 88 |
|
2014
Q1 | $1.71M | Buy |
+28,136
| New | +$1.71M | 0.3% | 56 |
|
2013
Q3 | – | Sell |
-25,772
| Closed | -$1.78M | – | 150 |
|
2013
Q2 | $1.78M | Buy |
+25,772
| New | +$1.78M | 1.41% | 28 |
|