Monograph Wealth Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $279K | Buy |
2,824
+1
| +0% | +$99 | 0.03% | 111 |
|
2025
Q1 | $295K | Hold |
2,823
| – | – | 0.04% | 92 |
|
2024
Q4 | $382K | Buy |
2,823
+1
| +0% | +$135 | 0.05% | 85 |
|
2024
Q3 | $440K | Hold |
2,822
| – | – | 0.06% | 79 |
|
2024
Q2 | $418K | Hold |
2,822
| – | – | 0.06% | 73 |
|
2024
Q1 | $500K | Sell |
2,822
-83
| -3% | -$14.7K | 0.07% | 98 |
|
2023
Q4 | $414K | Buy |
2,905
+84
| +3% | +$12K | 0.07% | 65 |
|
2023
Q3 | $312K | Hold |
2,821
| – | – | 0.06% | 92 |
|
2023
Q2 | $372K | Hold |
2,821
| – | – | 0.08% | 61 |
|
2023
Q1 | $467K | Sell |
2,821
-203
| -7% | -$33.6K | 0.11% | 49 |
|
2022
Q4 | $451K | Buy |
3,024
+242
| +9% | +$36.1K | 0.12% | 56 |
|
2022
Q3 | $416K | Hold |
2,782
| – | – | 0.14% | 47 |
|
2022
Q2 | $393K | Sell |
2,782
-132
| -5% | -$18.6K | 0.11% | 52 |
|
2022
Q1 | $618K | Buy |
+2,914
| New | +$618K | 0.16% | 43 |
|