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