Jeppson 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 | $421K | Buy |
4,263
+1,076
| +34% | +$106K | 0.15% | 132 |
|
|
2025
Q1 | $333K | Buy |
3,187
+1,150
| +56% | +$120K | 0.12% | 148 |
|
|
2024
Q4 | $275K | Buy |
2,037
+566
| +38% | +$76.5K | 0.1% | 162 |
|
|
2024
Q3 | $229K | Hold |
1,471
| – | – | 0.08% | 182 |
|
|
2024
Q2 | $218K | Sell |
1,471
-2
| -0.1% | -$296 | 0.08% | 183 |
|
|
2024
Q1 | $261K | Sell |
1,473
-11
| -0.7% | -$1.95K | 0.1% | 169 |
|
|
2023
Q4 | $211K | Sell |
1,484
-1,464
| -50% | -$209K | 0.09% | 189 |
|
|
2023
Q3 | $326K | Sell |
2,948
-962
| -25% | -$106K | 0.15% | 136 |
|
|
2023
Q2 | $516K | Buy |
3,910
+839
| +27% | +$111K | 0.22% | 109 |
|
|
2023
Q1 | $509K | Buy |
3,071
+44
| +1% | +$7.29K | 0.22% | 111 |
|
|
2022
Q4 | $451K | Buy |
3,027
+282
| +10% | +$42K | 0.19% | 118 |
|
|
2022
Q3 | $407K | Buy |
2,745
+661
| +32% | +$98K | 0.18% | 113 |
|
|
2022
Q2 | $294K | Buy |
+2,084
| New | +$294K | 0.13% | 142 |
|
|
2020
Q4 | – | Sell |
-655
| Closed | -$103K | – | 412 |
|
|
2020
Q3 | $103K | Buy |
+655
| New | +$103K | 0.08% | 165 |
|