LWM
Liberty Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,568
| Closed | -$212K | – | 199 |
|
|
2024
Q4 | $212K | Sell |
1,568
-4
| -0.3% | -$541 | 0.04% | 200 |
|
|
2024
Q3 | $245K | Sell |
1,572
-5
| -0.3% | -$779 | 0.04% | 181 |
|
|
2024
Q2 | $233K | Sell |
1,577
-499
| -24% | -$73.7K | 0.04% | 178 |
|
|
2024
Q1 | $369K | Buy |
2,076
+1
| +0% | +$178 | 0.07% | 125 |
|
|
2023
Q4 | $296K | Buy |
+2,075
| New | +$296K | 0.06% | 132 |
|
|
2023
Q3 | – | Sell |
-1,524
| Closed | -$201K | – | 193 |
|
|
2023
Q2 | $201K | Sell |
1,524
-2,386
| -61% | -$315K | 0.05% | 184 |
|
|
2023
Q1 | $634K | Buy |
+3,910
| New | +$634K | 0.13% | 97 |
|
|
2022
Q2 | – | Sell |
-1,178
| Closed | -$250K | – | 170 |
|
|
2022
Q1 | $250K | Buy |
1,178
+2
| +0.2% | +$424 | 0.09% | 122 |
|
|
2021
Q4 | $272 | Sell |
1,176
-165
| -12% | -$38 | 0.01% | 131 |
|
|
2021
Q3 | $307K | Buy |
1,341
+30
| +2% | +$6.87K | 0.11% | 115 |
|
|
2021
Q2 | $317K | Sell |
1,311
-34
| -3% | -$8.22K | 0.12% | 94 |
|
|
2021
Q1 | $247K | Hold |
1,345
| – | – | 0.12% | 92 |
|
|
2020
Q4 | $247K | Sell |
1,345
-22
| -2% | -$4.04K | 0.12% | 91 |
|
|
2020
Q3 | $215K | Sell |
1,367
-164
| -11% | -$25.8K | 0.13% | 87 |
|
|
2020
Q2 | $184K | Buy |
1,531
+54
| +4% | +$6.49K | 0.13% | 98 |
|
|
2020
Q1 | $137K | Sell |
1,477
-348
| -19% | -$32.3K | 0.12% | 110 |
|
|
2019
Q4 | $234K | Sell |
1,825
-51
| -3% | -$6.54K | 0.18% | 94 |
|
|
2019
Q3 | $201K | Buy |
1,876
+129
| +7% | +$13.8K | 0.19% | 94 |
|
|
2019
Q2 | $151K | Buy |
1,747
+542
| +45% | +$46.8K | 0.13% | 125 |
|
|
2019
Q1 | $96K | Sell |
1,205
-92
| -7% | -$7.33K | 0.07% | 143 |
|
|
2018
Q4 | $85K | Buy |
+1,297
| New | +$85K | 0.06% | 143 |
|