MSWM
Mowery & Schoenfeld Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8K | Sell |
414
-949
| -70% | -$93.5K | 0.06% | 122 |
|
|
2025
Q1 | $142K | Buy |
1,363
+876
| +180% | +$91.4K | 0.28% | 61 |
|
|
2024
Q4 | $65.8K | Buy |
487
+74
| +18% | +$10K | 0.13% | 99 |
|
|
2024
Q3 | $64.4K | Hold |
413
| – | – | 0.1% | 84 |
|
|
2024
Q2 | $61.1K | Hold |
413
| – | – | 0.09% | 86 |
|
|
2024
Q1 | $73.2K | Hold |
413
| – | – | 0.14% | 64 |
|
|
2023
Q4 | $58.8K | Buy |
+413
| New | +$58.8K | 0.12% | 68 |
|