Mission 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 | $691K | Buy |
7,006
+342
| +5% | +$33.7K | 0.01% | 387 |
|
2025
Q1 | $695K | Sell |
6,664
-1,789
| -21% | -$187K | 0.02% | 357 |
|
2024
Q4 | $1.14M | Buy |
8,453
+4,408
| +109% | +$596K | 0.03% | 247 |
|
2024
Q3 | $631K | Buy |
4,045
+1,340
| +50% | +$209K | 0.02% | 368 |
|
2024
Q2 | $400K | Sell |
2,705
-200
| -7% | -$29.6K | 0.01% | 441 |
|
2024
Q1 | $515K | Sell |
2,905
-590
| -17% | -$105K | 0.01% | 405 |
|
2023
Q4 | $498K | Buy |
3,495
+386
| +12% | +$55K | 0.02% | 361 |
|
2023
Q3 | $344K | Sell |
3,109
-511
| -14% | -$56.5K | 0.01% | 404 |
|
2023
Q2 | $478K | Buy |
3,620
+109
| +3% | +$14.4K | 0.02% | 335 |
|
2023
Q1 | $582K | Buy |
3,511
+81
| +2% | +$13.4K | 0.02% | 291 |
|
2022
Q4 | $511K | Sell |
3,430
-572
| -14% | -$85.2K | 0.02% | 304 |
|
2022
Q3 | $594K | Sell |
4,002
-729
| -15% | -$108K | 0.03% | 256 |
|
2022
Q2 | $668K | Buy |
4,731
+950
| +25% | +$134K | 0.04% | 247 |
|
2022
Q1 | $802K | Buy |
3,781
+777
| +26% | +$165K | 0.04% | 221 |
|
2021
Q4 | $695K | Sell |
3,004
-176
| -6% | -$40.7K | 0.03% | 232 |
|
2021
Q3 | $727K | Sell |
3,180
-484
| -13% | -$111K | 0.04% | 213 |
|
2021
Q2 | $886K | Buy |
3,664
+107
| +3% | +$25.9K | 0.05% | 180 |
|
2021
Q1 | $705K | Buy |
3,557
+230
| +7% | +$45.6K | 0.04% | 198 |
|
2020
Q4 | $587K | Buy |
3,327
+371
| +13% | +$65.5K | 0.04% | 202 |
|
2020
Q3 | $465K | Buy |
2,956
+1,087
| +58% | +$171K | 0.03% | 211 |
|
2020
Q2 | $224K | Buy |
+1,869
| New | +$224K | 0.02% | 305 |
|
2019
Q4 | – | Sell |
-2,763
| Closed | -$295K | – | 342 |
|
2019
Q3 | $295K | Buy |
+2,763
| New | +$295K | 0.03% | 237 |
|