GWAM
Guardian Wealth Advisors (Minnesota)’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
4,112
+69
| +2% | +$6.81K | 0.24% | 46 |
|
|
2025
Q1 | $422K | Buy |
4,043
+104
| +3% | +$10.9K | 0.27% | 45 |
|
|
2024
Q4 | $532K | Sell |
3,939
-161
| -4% | -$21.8K | 0.34% | 40 |
|
|
2024
Q3 | $639K | Sell |
4,100
-197
| -5% | -$30.7K | 0.39% | 39 |
|
|
2024
Q2 | $636K | Sell |
4,297
-166
| -4% | -$24.6K | 0.41% | 34 |
|
|
2024
Q1 | $791K | Buy |
4,463
+492
| +12% | +$87.2K | 0.51% | 28 |
|
|
2023
Q4 | $566K | Sell |
3,971
-139
| -3% | -$19.8K | 0.39% | 37 |
|
|
2023
Q3 | $454K | Buy |
4,110
+122
| +3% | +$13.5K | 0.35% | 42 |
|
|
2023
Q2 | $526K | Buy |
3,988
+110
| +3% | +$14.5K | 0.39% | 38 |
|
|
2023
Q1 | $642K | Buy |
3,878
+240
| +7% | +$39.8K | 0.5% | 29 |
|
|
2022
Q4 | $542K | Buy |
3,638
+236
| +7% | +$35.2K | 0.48% | 34 |
|
|
2022
Q3 | $505K | Buy |
3,402
+175
| +5% | +$26K | 0.49% | 32 |
|
|
2022
Q2 | $456K | Buy |
3,227
+415
| +15% | +$58.6K | 0.42% | 41 |
|
|
2022
Q1 | $597K | Buy |
2,812
+476
| +20% | +$101K | 0.49% | 29 |
|
|
2021
Q4 | $541K | Buy |
2,336
+114
| +5% | +$26.4K | 0.43% | 40 |
|
|
2021
Q3 | $508K | Sell |
2,222
-94
| -4% | -$21.5K | 0.45% | 37 |
|
|
2021
Q2 | $560K | Sell |
2,316
-83
| -3% | -$20.1K | 0.48% | 39 |
|
|
2021
Q1 | $475K | Sell |
2,399
-197
| -8% | -$39K | 0.44% | 43 |
|
|
2020
Q4 | $458K | Buy |
+2,596
| New | +$458K | 0.45% | 40 |
|