Heritage Wealth Management (Texas)’s Targa Resources TRGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
5,962
| – | – | 0.52% | 16 |
|
|
2025
Q1 | $1.2M | Sell |
5,962
-405
| -6% | -$81.2K | 0.69% | 15 |
|
|
2024
Q4 | $1.14M | Sell |
6,367
-6,217
| -49% | -$1.11M | 0.67% | 14 |
|
|
2024
Q3 | $1.86M | Buy |
12,584
+1,163
| +10% | +$172K | 1.08% | 12 |
|
|
2024
Q2 | $1.47M | Buy |
11,421
+2,090
| +22% | +$269K | 0.92% | 13 |
|
|
2024
Q1 | $1.04M | Hold |
9,331
| – | – | 0.68% | 18 |
|
|
2023
Q4 | $811K | Buy |
9,331
+3,016
| +48% | +$262K | 0.57% | 19 |
|
|
2023
Q3 | $541K | Buy |
6,315
+1,468
| +30% | +$126K | 0.49% | 17 |
|
|
2023
Q2 | $369K | Hold |
4,847
| – | – | 0.33% | 18 |
|
|
2023
Q1 | $354K | Sell |
4,847
-30
| -0.6% | -$2.19K | 0.34% | 19 |
|
|
2022
Q4 | $358K | Buy |
+4,877
| New | +$358K | 0.36% | 20 |
|