OHWA
Oak Hill Wealth Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
2,525
| – | – | 0.05% | 134 |
|
|
2025
Q1 | $264K | Hold |
2,525
| – | – | 0.06% | 120 |
|
|
2024
Q4 | $341K | Buy |
+2,525
| New | +$341K | 0.08% | 98 |
|
|
2024
Q3 | – | Sell |
-2,563
| Closed | -$379K | – | 89 |
|
|
2024
Q2 | $379K | Buy |
+2,563
| New | +$379K | 0.12% | 78 |
|
|
2024
Q1 | – | Sell |
-3,009
| Closed | -$429K | – | 82 |
|
|
2023
Q4 | $429K | Buy |
3,009
+18
| +0.6% | +$2.56K | 0.15% | 69 |
|
|
2023
Q3 | $331K | Sell |
2,991
-157
| -5% | -$17.4K | 0.13% | 75 |
|
|
2023
Q2 | $415K | Sell |
3,148
-79
| -2% | -$10.4K | 0.15% | 68 |
|
|
2023
Q1 | $534K | Buy |
3,227
+2
| +0.1% | +$331 | 0.21% | 58 |
|
|
2022
Q4 | $481K | Buy |
+3,225
| New | +$481K | 0.2% | 67 |
|