Institute for Wealth Management’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249K | Buy |
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|
2025
Q2 | $256K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $429K | Sell |
|
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|
2024
Q3 | $611K | Sell |
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|
2024
Q2 | $601K | Buy |
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|
2024
Q1 | $596K | Sell |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $665K | Hold |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $955K | Sell |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $848K | Buy |
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|
2020
Q4 | $631K | Buy |
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|
2020
Q3 | $529K | Sell |
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|
2020
Q2 | $430K | Buy |
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|
2020
Q1 | $312K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $222K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $296K | Buy |
|