Institute for Wealth 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 | $256K | Sell |
2,599
-155
| -6% | -$15.3K | 0.03% | 476 |
|
|
2025
Q1 | $287K | Sell |
2,754
-421
| -13% | -$43.9K | 0.04% | 423 |
|
|
2024
Q4 | $429K | Sell |
3,175
-746
| -19% | -$101K | 0.05% | 314 |
|
|
2024
Q3 | $611K | Sell |
3,921
-137
| -3% | -$21.4K | 0.08% | 260 |
|
|
2024
Q2 | $601K | Buy |
4,058
+695
| +21% | +$103K | 0.08% | 245 |
|
|
2024
Q1 | $596K | Sell |
3,363
-49
| -1% | -$8.68K | 0.08% | 251 |
|
|
2023
Q4 | $486K | Sell |
3,412
-35
| -1% | -$4.99K | 0.08% | 272 |
|
|
2023
Q3 | $381K | Sell |
3,447
-87
| -2% | -$9.62K | 0.07% | 297 |
|
|
2023
Q2 | $466K | Sell |
3,534
-19
| -0.5% | -$2.51K | 0.08% | 269 |
|
|
2023
Q1 | $588K | Sell |
3,553
-12
| -0.3% | -$1.99K | 0.11% | 230 |
|
|
2022
Q4 | $531K | Sell |
3,565
-918
| -20% | -$137K | 0.11% | 239 |
|
|
2022
Q3 | $665K | Hold |
4,483
| – | – | 0.15% | 184 |
|
|
2022
Q2 | $633K | Sell |
4,483
-18
| -0.4% | -$2.54K | 0.12% | 204 |
|
|
2022
Q1 | $955K | Sell |
4,501
-19
| -0.4% | -$4.03K | 0.15% | 165 |
|
|
2021
Q4 | $1.05M | Sell |
4,520
-12
| -0.3% | -$2.78K | 0.17% | 149 |
|
|
2021
Q3 | $1.04M | Buy |
4,532
+229
| +5% | +$52.4K | 0.18% | 140 |
|
|
2021
Q2 | $1.04M | Buy |
4,303
+21
| +0.5% | +$5.08K | 0.18% | 147 |
|
|
2021
Q1 | $848K | Buy |
4,282
+709
| +20% | +$140K | 0.16% | 170 |
|
|
2020
Q4 | $631K | Buy |
3,573
+213
| +6% | +$37.6K | 0.13% | 200 |
|
|
2020
Q3 | $529K | Sell |
3,360
-226
| -6% | -$35.6K | 0.12% | 215 |
|
|
2020
Q2 | $430K | Buy |
3,586
+229
| +7% | +$27.5K | 0.11% | 265 |
|
|
2020
Q1 | $312K | Buy |
+3,357
| New | +$312K | 0.1% | 268 |
|
|
2019
Q2 | – | Sell |
-3,331
| Closed | -$267K | – | 491 |
|
|
2019
Q1 | $267K | Sell |
3,331
-24
| -0.7% | -$1.92K | 0.06% | 358 |
|
|
2018
Q4 | $222K | Buy |
+3,355
| New | +$222K | 0.09% | 230 |
|
|
2017
Q3 | – | Sell |
-5,664
| Closed | -$296K | – | 378 |
|
|
2017
Q2 | $296K | Buy |
+5,664
| New | +$296K | 0.08% | 313 |
|