Heritage Wealth Management (Texas)’s Targa Resources TRGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.2M	Hold	4,799	–	–	0.51%	16
2025 Q4	$885K	Hold	4,799	–	–	0.38%	18
2025 Q3	$804K	Sell	4,799 -1,163	-20%	-$194K	0.35%	18
2025 Q2	$1.04M	Hold	5,962	–	–	0.52%	16
2025 Q1	$1.2M	Sell	5,962 -405	-6%	-$80.4K	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%	+$164K	1.08%	12
2024 Q2	$1.47M	Buy	11,421 +2,090	+22%	+$245K	0.92%	13
2024 Q1	$1.04M	Hold	9,331	–	–	0.68%	18
2023 Q4	$811K	Buy	9,331 +3,016	+48%	+$259K	0.57%	19
2023 Q3	$541K	Buy	6,315 +1,468	+30%	+$122K	0.49%	17
2023 Q2	$369K	Hold	4,847	–	–	0.33%	18
2023 Q1	$354K	Sell	4,847 -30	-0.6%	-$2.21K	0.34%	19
2022 Q4	$358K	Buy	+4,877	New	+$340K	0.36%	20