Lyell 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 | $272K | Sell |
2,753
-5,182
| -65% | -$511K | 0.02% | 191 |
|
|
2025
Q1 | $828K | Sell |
7,935
-2,951
| -27% | -$308K | 0.08% | 124 |
|
|
2024
Q4 | $1.47M | Sell |
10,886
-24,032
| -69% | -$3.25M | 0.13% | 104 |
|
|
2024
Q3 | $5.44M | Sell |
34,918
-2,278
| -6% | -$355K | 0.49% | 63 |
|
|
2024
Q2 | $5.51M | Buy |
37,196
+73
| +0.2% | +$10.8K | 0.53% | 62 |
|
|
2024
Q1 | $6.58M | Buy |
37,123
+456
| +1% | +$80.8K | 0.67% | 52 |
|
|
2023
Q4 | $5.22M | Sell |
36,667
-4,119
| -10% | -$587K | 0.59% | 60 |
|
|
2023
Q3 | $4.51M | Buy |
40,786
+18
| +0% | +$1.99K | 0.61% | 59 |
|
|
2023
Q2 | $5.38M | Buy |
40,768
+1,867
| +5% | +$246K | 0.69% | 53 |
|
|
2023
Q1 | $6.44M | Buy |
38,901
+803
| +2% | +$133K | 0.9% | 43 |
|
|
2022
Q4 | $5.68M | Sell |
38,098
-999
| -3% | -$149K | 0.9% | 42 |
|
|
2022
Q3 | $5.8M | Buy |
39,097
+205
| +0.5% | +$30.4K | 0.99% | 37 |
|
|
2022
Q2 | $5.49M | Sell |
38,892
-401
| -1% | -$56.6K | 0.9% | 38 |
|
|
2022
Q1 | $8.34M | Sell |
39,293
-128
| -0.3% | -$27.2K | 1.07% | 32 |
|
|
2021
Q4 | $9.12M | Buy |
39,421
+2,240
| +6% | +$518K | 1.04% | 36 |
|
|
2021
Q3 | $8.51M | Buy |
37,181
+630
| +2% | +$144K | 1.03% | 37 |
|
|
2021
Q2 | $8.84M | Buy |
36,551
+934
| +3% | +$226K | 1.09% | 34 |
|
|
2021
Q1 | $7.06M | Buy |
35,617
+3,838
| +12% | +$760K | 1.03% | 37 |
|
|
2020
Q4 | $5.61M | Buy |
31,779
+6,320
| +25% | +$1.12M | 0.9% | 44 |
|
|
2020
Q3 | $4.01M | Buy |
25,459
+22,729
| +833% | +$3.58M | 0.75% | 56 |
|
|
2020
Q2 | $327K | Buy |
2,730
+30
| +1% | +$3.59K | 0.07% | 105 |
|
|
2020
Q1 | $251K | Sell |
2,700
-600
| -18% | -$55.8K | 0.08% | 105 |
|
|
2019
Q4 | $423K | Hold |
3,300
| – | – | 0.11% | 89 |
|
|
2019
Q3 | $353K | Hold |
3,300
| – | – | 0.11% | 92 |
|
|
2019
Q2 | $286K | Buy |
+3,300
| New | +$286K | 0.09% | 107 |
|