FWA
FSM Wealth Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
+2,384
| New | +$242K | 0.04% | 244 |
|
|
2025
Q1 | – | Sell |
-1,622
| Closed | -$216K | – | 218 |
|
|
2024
Q4 | $216K | Sell |
1,622
-152
| -9% | -$20.3K | 0.05% | 175 |
|
|
2024
Q3 | $276K | Buy |
1,774
+115
| +7% | +$17.9K | 0.07% | 139 |
|
|
2024
Q2 | $246K | Buy |
1,659
+8
| +0.5% | +$1.18K | 0.08% | 130 |
|
|
2024
Q1 | $293K | Sell |
1,651
-8
| -0.5% | -$1.42K | 0.1% | 123 |
|
|
2023
Q4 | $236K | Buy |
+1,659
| New | +$236K | 0.1% | 139 |
|
|
2023
Q3 | – | Sell |
-1,509
| Closed | -$201K | – | 168 |
|
|
2023
Q2 | $201K | Sell |
1,509
-1,052
| -41% | -$140K | 0.1% | 164 |
|
|
2023
Q1 | $424K | Sell |
2,561
-402
| -14% | -$66.6K | 0.25% | 87 |
|
|
2022
Q4 | $442K | Buy |
2,963
+301
| +11% | +$44.9K | 0.31% | 80 |
|
|
2022
Q3 | $395K | Buy |
2,662
+540
| +25% | +$80.1K | 0.33% | 78 |
|
|
2022
Q2 | $354K | Buy |
+2,122
| New | +$354K | 0.35% | 73 |
|