GeoWealth 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 | $381K | Sell |
3,859
-276
| -7% | -$27.2K | 0.01% | 476 |
|
|
2025
Q1 | $432K | Sell |
4,135
-2,287
| -36% | -$239K | 0.02% | 456 |
|
|
2024
Q4 | $868K | Buy |
6,422
+1,212
| +23% | +$164K | 0.03% | 324 |
|
|
2024
Q3 | $812K | Sell |
5,210
-60
| -1% | -$9.35K | 0.03% | 356 |
|
|
2024
Q2 | $780K | Buy |
5,270
+1,241
| +31% | +$184K | 0.03% | 323 |
|
|
2024
Q1 | $714K | Buy |
4,029
+1,891
| +88% | +$335K | 0.03% | 356 |
|
|
2023
Q4 | $305K | Buy |
2,138
+1,654
| +342% | +$236K | 0.03% | 408 |
|
|
2023
Q3 | $53K | Sell |
484
-17
| -3% | -$1.86K | 0.01% | 390 |
|
|
2023
Q2 | $66K | Buy |
501
+10
| +2% | +$1.32K | 0.01% | 317 |
|
|
2023
Q1 | $81K | Buy |
+491
| New | +$81K | 0.01% | 257 |
|
|
2022
Q2 | – | Sell |
-124
| Closed | -$27K | – | 395 |
|
|
2022
Q1 | $27K | Buy |
124
+19
| +18% | +$4.14K | ﹤0.01% | 355 |
|
|
2021
Q4 | $24K | Sell |
105
-3,332
| -97% | -$762K | ﹤0.01% | 347 |
|
|
2021
Q3 | $785K | Sell |
3,437
-285
| -8% | -$65.1K | 0.06% | 177 |
|
|
2021
Q2 | $899K | Buy |
3,722
+32
| +0.9% | +$7.73K | 0.11% | 106 |
|
|
2021
Q1 | $730K | Sell |
3,690
-288
| -7% | -$57K | 0.11% | 98 |
|
|
2020
Q4 | $701K | Buy |
+3,978
| New | +$701K | 0.11% | 124 |
|