Heritage 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 | $199K | Sell |
2,020
-1,052
| -34% | -$104K | 0.01% | 207 |
|
|
2025
Q1 | $321K | Sell |
3,072
-44
| -1% | -$4.59K | 0.02% | 162 |
|
|
2024
Q4 | $421K | Sell |
3,116
-361
| -10% | -$48.8K | 0.02% | 146 |
|
|
2024
Q3 | $542K | Buy |
3,477
+252
| +8% | +$39.3K | 0.03% | 139 |
|
|
2024
Q2 | $477K | Sell |
3,225
-220
| -6% | -$32.6K | 0.02% | 140 |
|
|
2024
Q1 | $610K | Hold |
3,445
| – | – | 0.03% | 131 |
|
|
2023
Q4 | $491K | Hold |
3,445
| – | – | 0.02% | 144 |
|
|
2023
Q3 | $381K | Buy |
3,445
+672
| +24% | +$74.3K | 0.02% | 148 |
|
|
2023
Q2 | $366K | Sell |
2,773
-17
| -0.6% | -$2.24K | 0.02% | 152 |
|
|
2023
Q1 | $462K | Buy |
2,790
+17
| +0.6% | +$2.82K | 0.03% | 137 |
|
|
2022
Q4 | $413K | Hold |
2,773
| – | – | 0.02% | 146 |
|
|
2022
Q3 | $411K | Hold |
2,773
| – | – | 0.03% | 135 |
|
|
2022
Q2 | $392K | Buy |
2,773
+550
| +25% | +$77.8K | 0.03% | 141 |
|
|
2022
Q1 | $472K | Hold |
2,223
| – | – | 0.03% | 133 |
|
|
2021
Q4 | $514K | Hold |
2,223
| – | – | 0.03% | 135 |
|
|
2021
Q3 | $509K | Hold |
2,223
| – | – | 0.03% | 135 |
|
|
2021
Q2 | $537K | Sell |
2,223
-125
| -5% | -$30.2K | 0.03% | 136 |
|
|
2021
Q1 | $465K | Sell |
2,348
-1,969
| -46% | -$390K | 0.03% | 143 |
|
|
2020
Q4 | $762K | Buy |
4,317
+3,019
| +233% | +$533K | 0.05% | 104 |
|
|
2020
Q3 | $204K | Hold |
1,298
| – | – | 0.03% | 147 |
|
|
2020
Q2 | $156K | Hold |
1,298
| – | – | 0.02% | 160 |
|
|
2020
Q1 | $121K | Sell |
1,298
-150
| -10% | -$13.9K | 0.02% | 174 |
|
|
2019
Q4 | $186K | Buy |
1,448
+150
| +12% | +$19.2K | 0.02% | 173 |
|
|
2019
Q3 | $138K | Buy |
1,298
+690
| +113% | +$73.4K | 0.02% | 190 |
|
|
2019
Q2 | $52.7K | Hold |
608
| – | – | 0.01% | 252 |
|
|
2019
Q1 | $48.8K | Hold |
608
| – | – | 0.01% | 232 |
|
|
2018
Q4 | $40K | Hold |
608
| – | – | 0.01% | 205 |
|
|
2018
Q3 | $53K | Buy |
+608
| New | +$53K | 0.01% | 196 |
|